BOK Financial’s Home BancShares HOMB Stock Holding History

BOK Financial’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
2023 Q4	–	Sell	-40,370	Closed	-$826K	–	1280
2023 Q3	$826K	Buy	+40,370	New	+$919K	0.02%	468

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

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

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

BOK Financial's HOMB Position: Q4 2023 in Review

BOK Financial sold out of Home BancShares (HOMB) in Q4 2023, closing a stake of 40,370 shares — an estimated $826K sold.

BOK Financial first reported a position in HOMB in Q3 2023 and held it in 1 quarter. The position peaked at $826K in Q3 2023. 285 funds tracked by Wall St. Rank hold HOMB as of Q4 2023.

BOK Financial reported no remaining Home BancShares position as of Q4 2023 after selling out during the quarter.
BOK Financial sold 40,370 Home BancShares shares in Q4 2023, an estimated $826K.
BOK Financial first reported a position in Home BancShares in Q3 2023 and held it in 1 quarter.
BOK Financial's Home BancShares position peaked at $826K in Q3 2023.
285 funds tracked by Wall St. Rank held Home BancShares as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.