Breakwater Investment Management’s Home BancShares HOMB Stock Holding History

Breakwater Investment Management’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 Q2	$543	Buy	+19	New	+$516	﹤0.01%	530

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Breakwater Investment Management's HOMB Position: Q2 2026 in Review

Breakwater Investment Management opened a new position in Home BancShares (HOMB) in Q2 2026: 19 shares worth $543. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings.

378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

Breakwater Investment Management held 19 shares of Home BancShares worth $543 as of Q2 2026.
Home BancShares was a new Breakwater Investment Management position in Q2 2026.
Home BancShares made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #530 holding.
378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.