Blue Trust Inc’s Home BancShares HOMB Stock Holding History

Blue Trust Inc’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
2026 Q1	$13.2K	Hold	491	–	–	﹤0.01%	1768
2025 Q4	$13.6K	Buy	491 +3	+0.6%	+$83	﹤0.01%	1780
2025 Q3	$13.8K	Buy	488 +86	+21%	+$2.5K	﹤0.01%	1770
2025 Q2	$11.4K	Sell	402 -580	-59%	-$16.1K	﹤0.01%	1841
2025 Q1	$27.8K	Sell	982 -236	-19%	-$6.9K	﹤0.01%	1567
2024 Q4	$34.5K	Sell	1,218 -579	-32%	-$16.7K	﹤0.01%	1464
2024 Q3	$43.1K	Buy	1,797 +528	+42%	+$14K	﹤0.01%	1630
2024 Q2	$31.2K	Buy	1,269 +9	+0.7%	+$214	﹤0.01%	1474
2024 Q1	$31K	Sell	1,260 -461	-27%	-$11K	﹤0.01%	1085
2023 Q4	$36K	Buy	1,721 +37	+2%	+$825	﹤0.01%	1053
2023 Q3	$38K	Buy	1,684 +771	+84%	+$17.6K	﹤0.01%	945
2023 Q2	$20K	Sell	913 -1,895	-67%	-$41.3K	﹤0.01%	1043
2023 Q1	$64K	Buy	2,808 +1,274	+83%	+$29.4K	﹤0.01%	932
2022 Q4	$34K	Buy	+1,534	New	+$37.2K	﹤0.01%	1082
2022 Q3	–	Sell	-21	Closed	–	–	2191
2022 Q2	$0	Buy	+21	New	+$454	﹤0.01%	1935

Other funds holding HOMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

American Century Companies

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return