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Home Ban shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Home Ban

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

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Quarterly reported holdings in Home Ban by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 106k 54.33
2025-06-30 $5.6M 108k 51.78
2025-03-31 $5.1M 113k 44.80
2024-12-31 $1.3M 29k 46.21
2024-09-30 $1.6M 36k 44.58

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)

View all positions for Montz Harcus Wealth Management

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