Independent Financial Group’s Home BancShares HOMB Stock Holding History

Independent 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
2025 Q1	–	Sell	-8,807	Closed	-$249K	–	1212
2024 Q4	$249K	Hold	8,807	–	–	0.01%	974
2024 Q3	$239K	Buy	+8,807	New	+$234K	0.01%	967
2023 Q4	–	Sell	-16,190	Closed	-$339K	–	979
2023 Q3	$339K	Hold	16,190	–	–	0.02%	611
2023 Q2	$369K	Hold	16,190	–	–	0.03%	563
2023 Q1	$351K	Sell	16,190 -12,540	-44%	-$290K	0.03%	552
2022 Q4	$655K	Sell	28,730 -30,650	-52%	-$743K	0.06%	352
2022 Q3	$1.34M	Sell	59,380 -77,750	-57%	-$1.8M	0.12%	167
2022 Q2	$2.85M	Buy	+137,130	New	+$2.96M	0.3%	67

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

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

Independent Financial Group's HOMB Position: Q1 2025 in Review

Independent Financial Group sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 8,807 shares — an estimated $249K sold.

Independent Financial Group first reported a position in HOMB in Q2 2022 and held it in 8 quarters. The position peaked at $2.85M in Q2 2022. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

Independent Financial Group reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 8,807 Home BancShares shares in Q1 2025, an estimated $249K.
Independent Financial Group first reported a position in Home BancShares in Q2 2022 and held it in 8 quarters.
Independent Financial Group's Home BancShares position peaked at $2.85M in Q2 2022.
333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.