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Capital Advisors Ltd’s Home BancShares HOMB Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-4
Closed – – 1406
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1352
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1390
2022
Q3 		$0 Buy
+4
New +$93 ﹤0.01% 1344
2017
Q2 		– Sell
-256
Closed -$6.38K – 395
2017
Q1 		$7K Hold
256
– – ﹤0.01% 326
2016
Q4 		$7K Buy
+256
New +$6.21K ﹤0.01% 313

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Advisors Ltd's HOMB Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Home BancShares (HOMB) in Q2 2023, closing a stake of 4 shares.

Capital Advisors Ltd first reported a position in HOMB in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 257 funds tracked by Wall St. Rank hold HOMB as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Home BancShares position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 4 Home BancShares shares in Q2 2023.
  • Capital Advisors Ltd first reported a position in Home BancShares in Q4 2016 and held it in 5 quarters.
  • Capital Advisors Ltd's Home BancShares position peaked at $7K in Q1 2017.
  • 257 funds tracked by Wall St. Rank held Home BancShares as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.