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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
Q3 		$637K Buy
22,621
+654
+3% +$19.6K 0.04% 244
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

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
ACIML
ASK CAPITAL INVESTMENT MANAGERS, LLC Amarillo, Texas $97.1M AUM

Everhart Financial Group's HOMB Position: Q3 2026 in Review

Everhart Financial Group increased its Home BancShares (HOMB) stake by 3% in Q3 2026, buying an estimated $19.6K and bringing the position to 22,621 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #244.

Everhart Financial Group first reported a position in HOMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $751K in Q3 2025. 24 funds tracked by Wall St. Rank hold HOMB as of Q3 2026.

  • Everhart Financial Group held 22,621 shares of Home BancShares worth $637K as of Q3 2026.
  • Everhart Financial Group bought 654 Home BancShares shares in Q3 2026, an estimated $19.6K.
  • Home BancShares made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #244 holding.
  • Everhart Financial Group first reported a position in Home BancShares in Q1 2024 and has held it in 11 quarters since.
  • Everhart Financial Group's Home BancShares position peaked at $751K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Home BancShares as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.