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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AE Wealth Management's HOMB Position: Q1 2026 in Review

AE Wealth Management increased its Home BancShares (HOMB) stake by 7.6% in Q1 2026, buying an estimated $19.6K and bringing the position to 9,881 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

AE Wealth Management first reported a position in HOMB in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • AE Wealth Management held 9,881 shares of Home BancShares worth $266K as of Q1 2026.
  • AE Wealth Management bought 698 Home BancShares shares in Q1 2026, an estimated $19.6K.
  • Home BancShares made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1454 holding.
  • AE Wealth Management first reported a position in Home BancShares in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.