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Forum Financial Management’s Home BancShares HOMB Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-8,050
Closed -$224K – 634
2025
Q4 		$224K Buy
8,050
+9
+0.1% +$250 ﹤0.01% 909
2025
Q3 		$228K Buy
8,041
+358
+5% +$10.4K ﹤0.01% 896
2025
Q2 		$219K Buy
7,683
+339
+5% +$9.43K ﹤0.01% 862
2025
Q1 		$208K Sell
7,344
-9
-0.1% -$263 ﹤0.01% 798
2024
Q4 		$208K Buy
+7,353
New +$212K ﹤0.01% 832

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's HOMB Position: Q1 2026 in Review

Forum Financial Management sold out of Home BancShares (HOMB) in Q1 2026, closing a stake of 8,050 shares — an estimated $224K sold.

Forum Financial Management first reported a position in HOMB in Q4 2024 and held it in 5 quarters. The position peaked at $228K in Q3 2025. 363 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • Forum Financial Management reported no remaining Home BancShares position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,050 Home BancShares shares in Q1 2026, an estimated $224K.
  • Forum Financial Management first reported a position in Home BancShares in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Home BancShares position peaked at $228K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.