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HOMB icon

Bailard’s Home BancShares HOMB Stock Holding History

Bailard’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
Q3 		– Sell
-10,600
Closed -$302K – 831
2025
Q2 		$302K Sell
10,600
-1,200
-10% -$33.4K 0.01% 594
2025
Q1 		$334K Hold
11,800
– – 0.01% 544
2024
Q4 		$334K Sell
11,800
-2,900
-20% -$83.7K 0.01% 540
2024
Q3 		$398K Hold
14,700
– – 0.01% 507
2024
Q2 		$352K Sell
14,700
-4,100
-22% -$97.3K 0.01% 517
2024
Q1 		$462K Buy
18,800
+10,800
+135% +$257K 0.01% 475
2023
Q4 		$203K Buy
+8,000
New +$178K 0.01% 663

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bailard's HOMB Position: Q3 2025 in Review

Bailard sold out of Home BancShares (HOMB) in Q3 2025, closing a stake of 10,600 shares — an estimated $302K sold.

Bailard first reported a position in HOMB in Q4 2023 and held it in 7 quarters. The position peaked at $462K in Q1 2024. 353 funds tracked by Wall St. Rank hold HOMB as of Q3 2025.

  • Bailard reported no remaining Home BancShares position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 10,600 Home BancShares shares in Q3 2025, an estimated $302K.
  • Bailard first reported a position in Home BancShares in Q4 2023 and held it in 7 quarters.
  • Bailard's Home BancShares position peaked at $462K in Q1 2024.
  • 353 funds tracked by Wall St. Rank held Home BancShares as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.