Avantax Advisory Services’s Home BancShares HOMB Stock Holding History

Avantax Advisory Services’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	$2.81M	Buy	98,708 +8,510	+9%	+$237K	0.02%	649
2025 Q1	$2.55M	Buy	90,198 +27,330	+43%	+$799K	0.02%	645
2024 Q4	$1.78M	Buy	62,868 +7,881	+14%	+$228K	0.01%	764
2024 Q3	$1.49M	Buy	54,987 +17,627	+47%	+$469K	0.01%	822
2024 Q2	$895K	Buy	37,360 +23,077	+162%	+$548K	0.01%	1047
2024 Q1	$351K	Buy	14,283 +105	+0.7%	+$2.5K	﹤0.01%	1219
2023 Q4	$359K	Buy	+14,178	New	+$316K	﹤0.01%	1144

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services's HOMB Position: Q2 2025 in Review

Avantax Advisory Services increased its Home BancShares (HOMB) stake by 9.4% in Q2 2025, buying an estimated $237K and bringing the position to 98,708 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #649.

Avantax Advisory Services first reported a position in HOMB in Q4 2023 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

Avantax Advisory Services held 98,708 shares of Home BancShares worth $2.81M as of Q2 2025.
Avantax Advisory Services bought 8,510 Home BancShares shares in Q2 2025, an estimated $237K.
Home BancShares made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #649 holding.
Avantax Advisory Services first reported a position in Home BancShares in Q4 2023 and has held it in 7 quarters since.
353 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.