HFBL β€” HOME FEDERAL BANCORP INC/LA

Ownership history in GEODE CAPITAL MANAGEMENT, LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which GEODE CAPITAL MANAGEMENT, LLC reported a position in HOME FEDERAL BANCORP INC/LA (HFBL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

GEODE CAPITAL MANAGEMENT, LLC Γ— HFBL AI Analytics

πŸ“ˆ GEODE CAPITAL MANAGEMENT, LLC outperformed the S&P 500 by +20.5% annually on this HFBL position. Timing score: 80% (4/5 decisions correct). Average cost basis: $11.66. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+20.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 20.5% per year on this position.
6 quarters analyzed

⏱️ Timing Score
80%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct

πŸ’° Entry Quality
$11.66
+53.3% vs current ($17.87)

Best entry: $10.71 (2024 Q2)  Β·  Worst: $17.87 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
86%
buy-side decisions

6 adds Β· 1 trim. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HFBL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,817 +447 +2.7% 0.00% $303K $17.87
2025 Q3 ADDED 16,370 +68 +0.4% 0.00% $224K $13.54
2025 Q2 ADDED 16,302 +178 +1.1% 0.00% $222K $13.23
2025 Q1 ADDED 16,124 +892 +5.9% 0.00% $211K $12.58
2024 Q4 UNCHANGED 15,232 β€” 0% 0.00% $192K $11.97
2024 Q3 REDUCED 15,232 -143 -0.9% 0.00% $193K $11.89
2024 Q2 ADDED 15,375 +4,219 +37.8% 0.00% $178K $10.71
2024 Q1 INITIATED 11,156 β€” β€” 0.00% $138K β€”
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