Global Retirement Partners’s Home BancShares HOMB Stock Holding History

Global Retirement Partners’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
2025 Q4	$563K	Buy	20,280 +20,199	+24,937%	+$560K	0.01%	900
2025 Q3	$2.29K	Hold	81	–	–	﹤0.01%	3277
2025 Q2	$2.31K	Buy	+81	New	+$2.25K	﹤0.01%	3194
2024 Q4	$6.71K	Sell	237 -4	-2%	-$116	﹤0.01%	2550
2024 Q3	$6.53K	Hold	241	–	–	﹤0.01%	2447
2024 Q2	$5.77K	Buy	241 +85	+54%	+$2.02K	﹤0.01%	2556
2024 Q1	$3.83K	Hold	156	–	–	﹤0.01%	2507
2023 Q4	$3.6K	Buy	156 +41	+36%	+$914	﹤0.01%	2453
2023 Q3	$2.4K	Buy	+115	New	+$2.62K	﹤0.01%	2467

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Global Retirement Partners's HOMB Position: Q4 2025 in Review

Global Retirement Partners increased its Home BancShares (HOMB) stake by 24,937% in Q4 2025, buying an estimated $560K and bringing the position to 20,280 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #900.

Global Retirement Partners first reported a position in HOMB in Q3 2023 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold HOMB as of Q4 2025.

Global Retirement Partners held 20,280 shares of Home BancShares worth $563K as of Q4 2025.
Global Retirement Partners bought 20,199 Home BancShares shares in Q4 2025, an estimated $560K.
Home BancShares made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #900 holding.
Global Retirement Partners first reported a position in Home BancShares in Q3 2023 and has held it in 9 quarters since.
354 funds tracked by Wall St. Rank held Home BancShares as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.