CA
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CoreCap Advisors’s Home BancShares HOMB Stock Holding History

CoreCap 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 		$2.24M Sell
78,632
-5,583
-7% -$152K 0.07% 234
2026
Q1 		$2.27M Sell
84,215
-2,994
-3% -$84.3K 0.08% 218
2025
Q4 		$2.42M Sell
87,209
-10,183
-10% -$282K 0.08% 209
2025
Q3 		$2.76M Hold
97,392
– – 0.1% 193
2025
Q2 		$2.77M Sell
97,392
-209
-0.2% -$5.81K 0.11% 173
2025
Q1 		$2.76M Hold
97,601
– – 0.12% 166
2024
Q4 		$2.76M Hold
97,601
– – 0.13% 160
2024
Q3 		$2.64M Buy
+97,601
New +$2.6M 0.12% 174
2024
Q2 		– Sell
-97,933
Closed -$2.41M – 2043
2024
Q1 		$2.41M Hold
97,933
– – 0.13% 163
2023
Q4 		$2.48M Sell
97,933
-41
-0% -$914 0.16% 123
2023
Q3 		$2.05M Hold
97,974
– – 0.15% 137
2023
Q2 		$2.23M Buy
+97,974
New +$2.14M 0.16% 116
2022
Q4 		$2.23M Hold
97,974
– – 0.16% 114
2022
Q3 		$2.21M Hold
97,974
– – 0.19% 100
2022
Q2 		$2.04M Hold
97,974
– – 0.16% 109
2022
Q1 		$2.21M Buy
97,974
+58,647
+149% +$1.39M 0.15% 111
2021
Q4 		$958K Buy
+39,327
New +$968K 0.06% 234

Other funds holding HOMB

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return