CAPTRUST Financial Advisors
HOMB icon

CAPTRUST Financial Advisors’s Home BancShares HOMB Stock Holding History

CAPTRUST Financial Advisors’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 		$569K Sell
21,118
-8,912
-30% -$251K ﹤0.01% 1947
2025
Q4 		$834K Buy
30,030
+1,288
+4% +$35.7K ﹤0.01% 1606
2025
Q3 		$813K Buy
28,742
+9,853
+52% +$286K ﹤0.01% 1552
2025
Q2 		$538K Sell
18,889
-387
-2% -$10.8K ﹤0.01% 1690
2025
Q1 		$545K Sell
19,276
-9,243
-32% -$270K ﹤0.01% 1594
2024
Q4 		$807K Sell
28,519
-54
-0.2% -$1.56K ﹤0.01% 1349
2024
Q3 		$774K Sell
28,573
-511
-2% -$13.6K ﹤0.01% 1337
2024
Q2 		$697K Sell
29,084
-612
-2% -$14.5K ﹤0.01% 1341
2024
Q1 		$730K Sell
29,696
-11,991
-29% -$285K ﹤0.01% 1301
2023
Q4 		$1.06M Sell
41,687
-15,248
-27% -$340K ﹤0.01% 1227
2023
Q3 		$1.19M Buy
56,935
+10,810
+23% +$246K ﹤0.01% 1104
2023
Q2 		$1.05M Buy
46,125
+3,516
+8% +$76.7K ﹤0.01% 1173
2023
Q1 		$925K Sell
42,609
-2,796
-6% -$64.6K ﹤0.01% 1086
2022
Q4 		$1.03M Buy
45,405
+40
+0.1% +$970 0.01% 954
2022
Q3 		$1.02M Buy
45,365
+2,729
+6% +$63.3K 0.01% 903
2022
Q2 		$886K Buy
42,636
+303
+0.7% +$6.55K 0.01% 892
2022
Q1 		$957K Buy
42,333
+24,644
+139% +$583K 0.01% 860
2021
Q4 		$431K Buy
17,689
+421
+2% +$10.4K ﹤0.01% 1191
2021
Q3 		$406K Sell
17,268
-58
-0.3% -$1.29K ﹤0.01% 1130
2021
Q2 		$428K Sell
17,326
-14
-0.1% -$378 ﹤0.01% 1053
2021
Q1 		$469K Buy
17,340
+1,440
+9% +$34.6K 0.01% 984
2020
Q4 		$310K Buy
15,900
+74
+0.5% +$1.34K ﹤0.01% 1019
2020
Q3 		$245K Sell
15,826
-4,274
-21% -$68.7K ﹤0.01% 947
2020
Q2 		$304K Buy
20,100
+2,000
+11% +$28.1K 0.01% 865
2020
Q1 		$207K Buy
18,100
+1,000
+6% +$17.3K ﹤0.01% 836
2019
Q4 		$336K Buy
+17,100
New +$322K 0.01% 800
2018
Q4 		– Sell
-2,662
Closed -$58K – 1618
2018
Q3 		$58K Sell
2,662
-21
-0.8% -$488 ﹤0.01% 733
2018
Q2 		$61K Buy
2,683
+21
+0.8% +$486 ﹤0.01% 626
2018
Q1 		$60K Hold
2,662
– – ﹤0.01% 568
2017
Q4 		$62K Buy
+2,662
New +$62.2K ﹤0.01% 546

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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

CAPTRUST Financial Advisors's HOMB Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Home BancShares (HOMB) stake by 30% in Q1 2026, selling an estimated $251K and leaving 21,118 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

CAPTRUST Financial Advisors first reported a position in HOMB in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.19M in Q3 2023. 360 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,118 shares of Home BancShares worth $569K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 8,912 Home BancShares shares in Q1 2026, an estimated $251K.
  • Home BancShares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1947 holding.
  • CAPTRUST Financial Advisors first reported a position in Home BancShares in Q4 2017 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's Home BancShares position peaked at $1.19M in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.