KWMG LLC’s Home BancShares HOMB Stock Holding History

KWMG LLC’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	$7.62M	Buy	266,746 +6,820	+3%	+$185K	0.55%	60
2026 Q1	$7M	Buy	259,926 +7,547	+3%	+$212K	0.58%	61
2025 Q4	$7.01M	Buy	252,379 +5,114	+2%	+$142K	0.6%	57
2025 Q3	$7M	Buy	247,265 +3,042	+1%	+$88.4K	0.61%	57
2025 Q2	$6.95M	Buy	244,223 +2,157	+0.9%	+$60K	0.65%	53
2025 Q1	$6.84M	Buy	242,066 +627	+0.3%	+$18.3K	0.7%	45
2024 Q4	$6.83M	Sell	241,439 -8,308	-3%	-$240K	0.7%	45
2024 Q3	$6.77M	Sell	249,747 -1,616	-0.6%	-$43K	0.68%	47
2024 Q2	$6.02M	Buy	251,363 +8,405	+3%	+$200K	0.65%	49
2024 Q1	$5.97M	Buy	242,958 +4,877	+2%	+$116K	0.65%	57
2023 Q4	$6.03M	Buy	238,081 +223	+0.1%	+$4.97K	0.71%	46
2023 Q3	$4.98M	Buy	237,858 +7,151	+3%	+$163K	0.63%	52
2023 Q2	$5.26M	Buy	230,707 +16,616	+8%	+$362K	0.65%	52
2023 Q1	$4.65M	Buy	214,091 +4,991	+2%	+$115K	0.63%	52
2022 Q4	$4.77M	Buy	209,100 +526	+0.3%	+$12.8K	0.68%	48
2022 Q3	$4.7M	Buy	208,574 +5,347	+3%	+$124K	0.72%	41
2022 Q2	$4.22M	Buy	203,227 +9,110	+5%	+$197K	0.64%	52
2022 Q1	$4.39M	Buy	194,117 +9,033	+5%	+$214K	0.6%	56
2021 Q4	$4.51M	Buy	185,084 +4,758	+3%	+$117K	0.61%	58
2021 Q3	$4.24M	Buy	180,326 +9,808	+6%	+$218K	0.62%	53
2021 Q2	$3.95M	Buy	170,518 +2,044	+1%	+$55.2K	0.59%	59
2021 Q1	$4.56M	Sell	168,474 -2,757	-2%	-$66.3K	0.73%	35
2020 Q4	$3.34M	Buy	171,231 +2,726	+2%	+$49.5K	0.6%	56
2020 Q3	$2.56M	Buy	168,505 +6,156	+4%	+$99K	0.52%	67
2020 Q2	$2.5M	Buy	162,349 +18,457	+13%	+$259K	0.54%	62
2020 Q1	$1.73M	Buy	143,892 +2,272	+2%	+$39.4K	0.46%	70
2019 Q4	$2.78M	Buy	141,620 +5,093	+4%	+$96K	0.61%	51
2019 Q3	$2.57M	Buy	136,527 +4,015	+3%	+$75.1K	0.62%	50
2019 Q2	$2.55M	Buy	132,512 +6,034	+5%	+$112K	0.61%	48
2019 Q1	$2.22M	Buy	126,478 +11,869	+10%	+$220K	0.55%	58
2018 Q4	$1.87M	Buy	114,609 +23,747	+26%	+$451K	0.51%	68
2018 Q3	$1.99M	Buy	90,862 +7,450	+9%	+$173K	0.51%	73
2018 Q2	$1.88M	Buy	83,412 +5,364	+7%	+$124K	0.51%	68
2018 Q1	$1.78M	Buy	78,048 +10,181	+15%	+$244K	0.52%	67
2017 Q4	$1.58M	Buy	67,867 +1,641	+2%	+$38.3K	0.48%	70
2017 Q3	$1.67M	Buy	66,226 +4,193	+7%	+$101K	0.55%	62
2017 Q2	$1.54M	Buy	62,033 +4,507	+8%	+$112K	0.55%	65
2017 Q1	$1.56M	Buy	57,526 +14,617	+34%	+$401K	0.6%	47
2016 Q4	$1.19M	Buy	42,909 +13,380	+45%	+$325K	0.52%	61
2016 Q3	$615K	Buy	29,529 +4,768	+19%	+$103K	0.3%	94
2016 Q2	$490K	Buy	24,761 +2,859	+13%	+$59.9K	0.27%	104
2016 Q1	$448K	Buy	21,902 +5,168	+31%	+$102K	0.26%	106
2015 Q4	$339K	Buy	16,734 +4,224	+34%	+$90.1K	0.23%	109
2015 Q3	$253K	Buy	12,510 +1,484	+13%	+$28.8K	0.19%	108
2015 Q2	$202K	Buy	+11,026	New	+$191K	0.15%	123

Other funds holding HOMB

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return