Claris Advisors’s Home BancShares HOMB Stock Holding History

Claris 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
2024 Q4	–	Sell	-12	Closed	-$325	–	541
2024 Q3	$325	Buy	+12	New	+$319	﹤0.01%	802

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Claris Advisors's HOMB Position: Q4 2024 in Review

Claris Advisors sold out of Home BancShares (HOMB) in Q4 2024, closing a stake of 12 shares — an estimated $325 sold.

Claris Advisors first reported a position in HOMB in Q3 2024 and held it in 1 quarter. The position peaked at $325 in Q3 2024. 328 funds tracked by Wall St. Rank hold HOMB as of Q4 2024.

Claris Advisors reported no remaining Home BancShares position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 12 Home BancShares shares in Q4 2024, an estimated $325.
Claris Advisors first reported a position in Home BancShares in Q3 2024 and held it in 1 quarter.
Claris Advisors's Home BancShares position peaked at $325 in Q3 2024.
328 funds tracked by Wall St. Rank held Home BancShares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.