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Home Ban shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Home Ban (HBCP) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Home Ban

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All positions including Home Ban held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Home Ban by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 4.1k 54.33
2025-06-30 $212k 4.1k 51.78

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Top funds holding Home Ban

Dimensional Fund Advisors
BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
American Century Companies
Crawford Fund Management
Hotchkis and Wiley Capital Management
Renaissance Technologies
Hillsdale Investment Management
Montz Harcus Wealth Management
Goss Wealth Management
Acadian Asset Management
Pacific Ridge Capital Partners
AQR Capital Management

View all funds holding Home Ban