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Coldstream Capital Management’s Home BancShares HOMB Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-4,681
Closed -$132K – 2087
2025
Q1 		$132K Buy
+4,681
New +$137K ﹤0.01% 1208
2022
Q1 		– Sell
-8,239
Closed -$201K – 812
2021
Q4 		$201K Buy
+8,239
New +$203K 0.01% 815

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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

Coldstream Capital Management's HOMB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Home BancShares (HOMB) in Q2 2025, closing a stake of 4,681 shares — an estimated $132K sold.

Coldstream Capital Management first reported a position in HOMB in Q4 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 353 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Home BancShares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,681 Home BancShares shares in Q2 2025, an estimated $132K.
  • Coldstream Capital Management first reported a position in Home BancShares in Q4 2021 and held it in 2 quarters.
  • Coldstream Capital Management's Home BancShares position peaked at $201K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.