HIA
HOMB icon

Harbor Investment Advisory’s Home BancShares HOMB Stock Holding History

Harbor Investment Advisory’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
2024
Q2 		– Sell
-69
Closed -$1.7K – 1366
2024
Q1 		$1.7K Buy
+69
New +$1.64K ﹤0.01% 1146

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

Harbor Investment Advisory's HOMB Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Home BancShares (HOMB) in Q2 2024, closing a stake of 69 shares — an estimated $1.7K sold.

Harbor Investment Advisory first reported a position in HOMB in Q1 2024 and held it in 1 quarter. The position peaked at $1.7K in Q1 2024. 299 funds tracked by Wall St. Rank hold HOMB as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Home BancShares position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 69 Home BancShares shares in Q2 2024, an estimated $1.7K.
  • Harbor Investment Advisory first reported a position in Home BancShares in Q1 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Home BancShares position peaked at $1.7K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Home BancShares as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.