JFS Wealth Advisors’s Home BancShares HOMB Stock Holding History

JFS Wealth Advisors’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 Q2	$3.4K	Hold	119	–	–	﹤0.01%	1436
2026 Q1	$3.21K	Buy	119 +10	+9%	+$281	﹤0.01%	1355
2025 Q4	$3.03K	Buy	109 +56	+106%	+$1.55K	﹤0.01%	1422
2025 Q3	$1.5K	Hold	53	–	–	﹤0.01%	1508
2025 Q2	$1.51K	Sell	53 -95	-64%	-$2.64K	﹤0.01%	1466
2025 Q1	$4.18K	Buy	148 +11	+8%	+$322	﹤0.01%	1186
2024 Q4	$3.88K	Buy	137 +12	+10%	+$347	﹤0.01%	1220
2024 Q3	$3.39K	Buy	125 +53	+74%	+$1.41K	﹤0.01%	1261
2024 Q2	$1.73K	Hold	72	–	–	﹤0.01%	1497
2024 Q1	$1.77K	Hold	72	–	–	﹤0.01%	1490
2023 Q4	$1.82K	Sell	72 -76	-51%	-$1.69K	﹤0.01%	1476
2023 Q3	$3.1K	Buy	148 +27	+22%	+$615	﹤0.01%	1201
2023 Q2	$2.76K	Sell	121 -2	-2%	-$44	﹤0.01%	1261
2023 Q1	$2.67K	Sell	123 -36	-23%	-$831	﹤0.01%	1252
2022 Q4	$3.62K	Sell	159 -12	-7%	-$291	﹤0.01%	1124
2022 Q3	$4K	Buy	171 +115	+205%	+$2.67K	﹤0.01%	1065
2022 Q2	$1K	Sell	56 -74	-57%	-$1.6K	﹤0.01%	1546
2022 Q1	$3K	Buy	130 +77	+145%	+$1.82K	﹤0.01%	1251
2021 Q4	$1K	Buy	+53	New	+$1.3K	﹤0.01%	1395

Other funds holding HOMB

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return