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Atria Wealth Solutions’s Home BancShares HOMB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-21,503
Closed -$608K – 1658
2025
Q1 		$608K Sell
21,503
-371
-2% -$10.8K 0.01% 1103
2024
Q4 		$619K Buy
+21,874
New +$632K 0.01% 1153

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Atria Wealth Solutions's HOMB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Home BancShares (HOMB) in Q2 2025, closing a stake of 21,503 shares — an estimated $608K sold.

Atria Wealth Solutions first reported a position in HOMB in Q4 2024 and held it in 2 quarters. The position peaked at $619K in Q4 2024. 354 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Home BancShares position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,503 Home BancShares shares in Q2 2025, an estimated $608K.
  • Atria Wealth Solutions first reported a position in Home BancShares in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Home BancShares position peaked at $619K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.