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BOK Financial Private Wealth’s Home BancShares HOMB Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-97
Closed -$2.46K – 502
2023
Q4 		$2.46K Buy
+97
New +$2.16K ﹤0.01% 439

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's HOMB Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Home BancShares (HOMB) in Q1 2024, closing a stake of 97 shares — an estimated $2.46K sold.

BOK Financial Private Wealth first reported a position in HOMB in Q4 2023 and held it in 1 quarter. The position peaked at $2.46K in Q4 2023. 285 funds tracked by Wall St. Rank hold HOMB as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Home BancShares position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 97 Home BancShares shares in Q1 2024, an estimated $2.46K.
  • BOK Financial Private Wealth first reported a position in Home BancShares in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Home BancShares position peaked at $2.46K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Home BancShares as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.