Creative Planning
HOMB icon

Creative Planning’s Home BancShares HOMB Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-300
Closed -$1K – 4700
2017
Q1 		$1K Hold
300
– – ﹤0.01% 4446
2016
Q4 		$1K Buy
+300
New +$7.28K ﹤0.01% 4438

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Planning's HOMB Position: Q1 2026 in Review

Creative Planning reduced its Home BancShares (HOMB) stake by 15% in Q1 2026, selling an estimated $525K and leaving 105,079 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Creative Planning first reported a position in HOMB in Q4 2013 and has held it in 28 quarters since. The position peaked at $14.4M in Q2 2023. 360 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • Creative Planning held 105,079 shares of Home BancShares worth $2.83M as of Q1 2026.
  • Creative Planning sold 18,648 Home BancShares shares in Q1 2026, an estimated $525K.
  • Home BancShares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1624 holding.
  • Creative Planning first reported a position in Home BancShares in Q4 2013 and has held it in 28 quarters since.
  • Creative Planning's Home BancShares position peaked at $14.4M in Q2 2023.
  • 360 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.