ClearBridge Investments’s Home BancShares HOMB Stock Holding History

ClearBridge Investments’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
2025 Q2	–	Sell	-616,529	Closed	-$17.4M	–	725
2025 Q1	$17.4M	Sell	616,529 -245,213	-28%	-$7.17M	0.02%	422
2024 Q4	$24.4M	Sell	861,742 -1,165	-0.1%	-$33.6K	0.02%	415
2024 Q3	$23.4M	Sell	862,907 -4,590	-0.5%	-$122K	0.02%	430
2024 Q2	$20.8M	Sell	867,497 -14,839	-2%	-$352K	0.02%	443
2024 Q1	$21.7M	Sell	882,336 -2,929	-0.3%	-$69.7K	0.02%	452
2023 Q4	$22.4M	Buy	885,265 +5,175	+0.6%	+$115K	0.02%	453
2023 Q3	$18.4M	Buy	+880,090	New	+$20M	0.02%	439
2022 Q1	–	Sell	-83,482	Closed	-$2.03M	–	799
2021 Q4	$2.03M	Buy	83,482 +5,739	+7%	+$141K	﹤0.01%	666
2021 Q3	$1.83M	Sell	77,743 -4	-0%	-$89	﹤0.01%	669
2021 Q2	$1.92M	Sell	77,747 -187	-0.2%	-$5.05K	﹤0.01%	662
2021 Q1	$2.11M	Buy	77,934 +65	+0.1%	+$1.56K	﹤0.01%	633
2020 Q4	$1.52M	Buy	77,869 +18,470	+31%	+$335K	﹤0.01%	637
2020 Q3	$900K	Buy	59,399 +9,461	+19%	+$152K	﹤0.01%	666
2020 Q2	$768K	Buy	+49,938	New	+$702K	﹤0.01%	641

Other funds holding HOMB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

ClearBridge Investments's HOMB Position: Q2 2025 in Review

ClearBridge Investments sold out of Home BancShares (HOMB) in Q2 2025, closing a stake of 616,529 shares — an estimated $17.4M sold.

ClearBridge Investments first reported a position in HOMB in Q2 2020 and held it in 14 quarters. The position peaked at $24.4M in Q4 2024. 354 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

ClearBridge Investments reported no remaining Home BancShares position as of Q2 2025 after selling out during the quarter.
ClearBridge Investments sold 616,529 Home BancShares shares in Q2 2025, an estimated $17.4M.
ClearBridge Investments first reported a position in Home BancShares in Q2 2020 and held it in 14 quarters.
ClearBridge Investments's Home BancShares position peaked at $24.4M in Q4 2024.
354 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on ClearBridge Investments's 13F filing for Q2 2025, filed 12 Aug 2025.