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AE Wealth Management’s Home BancShares HOMB Stock Holding History

AE Wealth Management’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Sell
9,301
-580
-6% -$15.8K ﹤0.01% 1548
2026
Q1 		$266K Buy
9,881
+698
+8% +$19.6K ﹤0.01% 1454
2025
Q4 		$255K Buy
+9,183
New +$255K ﹤0.01% 1392

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AE Wealth Management's HOMB Position: Q2 2026 in Review

AE Wealth Management reduced its Home BancShares (HOMB) stake by 5.9% in Q2 2026, selling an estimated $15.8K and leaving 9,301 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

AE Wealth Management first reported a position in HOMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q1 2026. 380 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • AE Wealth Management held 9,301 shares of Home BancShares worth $266K as of Q2 2026.
  • AE Wealth Management sold 580 Home BancShares shares in Q2 2026, an estimated $15.8K.
  • Home BancShares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1548 holding.
  • AE Wealth Management first reported a position in Home BancShares in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Home BancShares position peaked at $266K in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.