Emerald Mutual Fund Advisers Trust’s Home BancShares HOMB Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-4,282	Closed	-$121K	–	221
2025 Q1	$121K	Hold	4,282	–	–	0.01%	195
2024 Q4	$121K	Hold	4,282	–	–	0.01%	205
2024 Q3	$116K	Hold	4,282	–	–	0.01%	214
2024 Q2	$103K	Hold	4,282	–	–	0.01%	215
2024 Q1	$105K	Sell	4,282 -27,218	-86%	-$648K	0.01%	219
2023 Q4	$798K	Hold	31,500	–	–	0.04%	168
2023 Q3	$660K	Hold	31,500	–	–	0.04%	161
2023 Q2	$718K	Hold	31,500	–	–	0.04%	153
2023 Q1	$684K	Buy	+31,500	New	+$727K	0.04%	158
2017 Q4	–	Sell	-199,592	Closed	-$5.03M	–	255
2017 Q3	$5.03M	Hold	199,592	–	–	0.21%	150
2017 Q2	$4.97M	Sell	199,592 -241,000	-55%	-$6.01M	0.22%	137
2017 Q1	$11.9M	Hold	440,592	–	–	0.55%	68
2016 Q4	$12.2M	Hold	440,592	–	–	0.58%	64
2016 Q3	$9.17M	Hold	440,592	–	–	0.47%	85
2016 Q2	$8.72M	Hold	440,592	–	–	0.49%	79
2016 Q1	$9.02M	Sell	440,592 -19,200	-4%	-$377K	0.51%	76
2015 Q4	$9.31M	Buy	459,792 +190,600	+71%	+$4.06M	0.49%	79
2015 Q3	$5.45M	Buy	269,192 +168,112	+166%	+$3.26M	0.36%	99
2015 Q2	$1.85M	Hold	101,080	–	–	0.14%	140
2015 Q1	$1.73M	Hold	101,080	–	–	0.14%	137
2014 Q4	$1.63M	Hold	101,080	–	–	0.14%	130
2014 Q3	$1.49M	Hold	101,080	–	–	0.14%	133
2014 Q2	$1.66M	Hold	101,080	–	–	0.15%	132
2014 Q1	$1.74M	Hold	101,080	–	–	0.17%	129
2013 Q4	$1.89M	Hold	101,080	–	–	0.24%	109
2013 Q3	$1.53M	Sell	101,080 -12,000	-11%	-$165K	0.21%	116
2013 Q2	$1.47M	Buy	+113,080	New	+$1.17M	0.25%	108

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's HOMB Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Home BancShares (HOMB) in Q2 2025, closing a stake of 4,282 shares — an estimated $121K sold.

Emerald Mutual Fund Advisers Trust first reported a position in HOMB in Q2 2013 and held it in 27 quarters. The position peaked at $12.2M in Q4 2016. 354 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Home BancShares position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 4,282 Home BancShares shares in Q2 2025, an estimated $121K.
Emerald Mutual Fund Advisers Trust first reported a position in Home BancShares in Q2 2013 and held it in 27 quarters.
Emerald Mutual Fund Advisers Trust's Home BancShares position peaked at $12.2M in Q4 2016.
354 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.