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KMG Fiduciary Partners’s Home BancShares HOMB Stock Holding History

KMG Fiduciary 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
2023
Q2 		– Sell
-21,700
Closed -$471K – 231
2023
Q1 		$471K Hold
21,700
– – 0.07% 176
2022
Q4 		$495K Buy
+21,700
New +$526K 0.08% 164

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Vanguard Group
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KMG Fiduciary Partners's HOMB Position: Q2 2023 in Review

KMG Fiduciary Partners sold out of Home BancShares (HOMB) in Q2 2023, closing a stake of 21,700 shares — an estimated $471K sold.

KMG Fiduciary Partners first reported a position in HOMB in Q4 2022 and held it in 2 quarters. The position peaked at $495K in Q4 2022. 257 funds tracked by Wall St. Rank hold HOMB as of Q2 2023.

  • KMG Fiduciary Partners reported no remaining Home BancShares position as of Q2 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 21,700 Home BancShares shares in Q2 2023, an estimated $471K.
  • KMG Fiduciary Partners first reported a position in Home BancShares in Q4 2022 and held it in 2 quarters.
  • KMG Fiduciary Partners's Home BancShares position peaked at $495K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Home BancShares as of Q2 2023.

Based on KMG Fiduciary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.