Dakota Wealth Management’s Home BancShares HOMB Stock Holding History

Dakota Wealth 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 Q3	–	Sell	-10,060	Closed	-$286K	–	721
2025 Q2	$286K	Buy	10,060 +1,015	+11%	+$28.2K	0.01%	627
2025 Q1	$256K	Sell	9,045 -69	-0.8%	-$2.02K	0.01%	659
2024 Q4	$258K	Buy	9,114 +1,443	+19%	+$41.7K	0.01%	658
2024 Q3	$208K	Buy	+7,671	New	+$204K	﹤0.01%	681
2024 Q1	–	Sell	-12,294	Closed	-$311K	–	747
2023 Q4	$311K	Hold	12,294	–	–	0.01%	508
2023 Q3	$257K	Sell	12,294 -627	-5%	-$14.3K	0.01%	527
2023 Q2	$295K	Sell	12,921 -2,327	-15%	-$50.7K	0.01%	483
2023 Q1	$331K	Buy	15,248 +4,102	+37%	+$94.7K	0.02%	449
2022 Q4	$254K	Buy	+11,146	New	+$270K	0.02%	484

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dakota Wealth Management's HOMB Position: Q3 2025 in Review

Dakota Wealth Management sold out of Home BancShares (HOMB) in Q3 2025, closing a stake of 10,060 shares — an estimated $286K sold.

Dakota Wealth Management first reported a position in HOMB in Q4 2022 and held it in 9 quarters. The position peaked at $331K in Q1 2023. 353 funds tracked by Wall St. Rank hold HOMB as of Q3 2025.

Dakota Wealth Management reported no remaining Home BancShares position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 10,060 Home BancShares shares in Q3 2025, an estimated $286K.
Dakota Wealth Management first reported a position in Home BancShares in Q4 2022 and held it in 9 quarters.
Dakota Wealth Management's Home BancShares position peaked at $331K in Q1 2023.
353 funds tracked by Wall St. Rank held Home BancShares as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.