EFG
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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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return