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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

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State Street
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T. Rowe Price Investment Management
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Dimensional Fund Advisors
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Capital Research Global Investors
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return