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Everhart Financial Group’s Home BancShares HOMB Stock Holding History

Everhart Financial Group’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 		$627K Sell
21,967
-3,643
-14% -$99K 0.04% 241
2026
Q1 		$690K Sell
25,610
-797
-3% -$22.4K 0.06% 223
2025
Q4 		$734K Sell
26,407
-115
-0.4% -$3.19K 0.07% 206
2025
Q3 		$751K Buy
26,522
+1,496
+6% +$43.5K 0.08% 196
2025
Q2 		$712K Buy
25,026
+2,619
+12% +$72.9K 0.08% 182
2025
Q1 		$633K Buy
22,407
+2,349
+12% +$68.7K 0.09% 165
2024
Q4 		$568K Buy
20,058
+409
+2% +$11.8K 0.12% 170
2024
Q3 		$532K Buy
19,649
+5,783
+42% +$154K 0.12% 186
2024
Q2 		$332K Buy
13,866
+2,597
+23% +$61.6K 0.09% 213
2024
Q1 		$277K Buy
+11,269
New +$268K 0.08% 223

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Everhart Financial Group's HOMB Position: Q2 2026 in Review

Everhart Financial Group reduced its Home BancShares (HOMB) stake by 14% in Q2 2026, selling an estimated $99K and leaving 21,967 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #241.

Everhart Financial Group first reported a position in HOMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $751K in Q3 2025. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Everhart Financial Group held 21,967 shares of Home BancShares worth $627K as of Q2 2026.
  • Everhart Financial Group sold 3,643 Home BancShares shares in Q2 2026, an estimated $99K.
  • Home BancShares made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #241 holding.
  • Everhart Financial Group first reported a position in Home BancShares in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Home BancShares position peaked at $751K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.