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Compass Ion Advisors’s Home BancShares HOMB Stock Holding History

Compass Ion 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
Q2 		$203K Buy
+7,125
New +$194K 0.02% 289
2025
Q4 		– Sell
-7,125
Closed -$202K – 277
2025
Q3 		$202K Hold
7,125
– – 0.02% 271
2025
Q2 		$203K Hold
7,125
– – 0.02% 258
2025
Q1 		$201K Hold
7,125
– – 0.02% 255
2024
Q4 		$202K Buy
+7,125
New +$206K 0.02% 253

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Compass Ion Advisors's HOMB Position: Q2 2026 in Review

Compass Ion Advisors opened a new position in Home BancShares (HOMB) in Q2 2026: 7,125 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: Compass Ion Advisors previously reported a position in HOMB as recently as Q3 2025.

Compass Ion Advisors first reported a position in HOMB in Q4 2024 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Compass Ion Advisors held 7,125 shares of Home BancShares worth $203K as of Q2 2026.
  • Home BancShares was a new Compass Ion Advisors position in Q2 2026.
  • Home BancShares made up 0.02% of Compass Ion Advisors's portfolio in Q2 2026, its #289 holding.
  • Compass Ion Advisors first reported a position in Home BancShares in Q4 2024 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.