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First Dallas Securities’s Home BancShares HOMB Stock Holding History

First Dallas Securities’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
2023
Q4 		– Sell
-63,500
Closed -$1.33M – 149
2023
Q3 		$1.33M Buy
+63,500
New +$1.45M 0.3% 78

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Dallas Securities's HOMB Position: Q4 2023 in Review

First Dallas Securities sold out of Home BancShares (HOMB) in Q4 2023, closing a stake of 63,500 shares — an estimated $1.33M sold.

First Dallas Securities first reported a position in HOMB in Q3 2023 and held it in 1 quarter. The position peaked at $1.33M in Q3 2023. 285 funds tracked by Wall St. Rank hold HOMB as of Q4 2023.

  • First Dallas Securities reported no remaining Home BancShares position as of Q4 2023 after selling out during the quarter.
  • First Dallas Securities sold 63,500 Home BancShares shares in Q4 2023, an estimated $1.33M.
  • First Dallas Securities first reported a position in Home BancShares in Q3 2023 and held it in 1 quarter.
  • First Dallas Securities's Home BancShares position peaked at $1.33M in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Home BancShares as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.