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Evergreen Private Wealth’s Home BancShares HOMB Stock Holding History

Evergreen Private Wealth’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
-124
Closed -$3.53K – 269
2025
Q2 		$3.53K Buy
+124
New +$3.45K ﹤0.01% 210

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evergreen Private Wealth's HOMB Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Home BancShares (HOMB) in Q3 2025, closing a stake of 124 shares — an estimated $3.53K sold.

Evergreen Private Wealth first reported a position in HOMB in Q2 2025 and held it in 1 quarter. The position peaked at $3.53K in Q2 2025. 353 funds tracked by Wall St. Rank hold HOMB as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Home BancShares position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 124 Home BancShares shares in Q3 2025, an estimated $3.53K.
  • Evergreen Private Wealth first reported a position in Home BancShares in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Home BancShares position peaked at $3.53K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Home BancShares as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.