Berman Capital Advisors’s Home BancShares HOMB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$23K	Buy	1,014 +235	+30%	+$5.22K	﹤0.01%	933
2021 Q2	$19K	Hold	779	–	–	﹤0.01%	925
2021 Q1	$21K	Hold	779	–	–	﹤0.01%	771
2020 Q4	$15K	Hold	779	–	–	﹤0.01%	758
2020 Q3	$11K	Hold	779	–	–	﹤0.01%	760
2020 Q2	$11K	Buy	779 +270	+53%	+$3.79K	﹤0.01%	725
2020 Q1	$6K	Buy	+509	New	+$8.82K	﹤0.01%	837

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

Berman Capital Advisors's HOMB Position: Q3 2021 in Review

Berman Capital Advisors increased its Home BancShares (HOMB) stake by 30% in Q3 2021, buying an estimated $5.22K and bringing the position to 1,014 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Berman Capital Advisors first reported a position in HOMB in Q1 2020 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold HOMB as of Q3 2021.

Berman Capital Advisors held 1,014 shares of Home BancShares worth $23K as of Q3 2021.
Berman Capital Advisors bought 235 Home BancShares shares in Q3 2021, an estimated $5.22K.
Home BancShares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #933 holding.
Berman Capital Advisors first reported a position in Home BancShares in Q1 2020 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held Home BancShares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.