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Lee, Danner & Bass’s Home BancShares HOMB Stock Holding History

Lee, Danner & Bass’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
-2,990
Closed -$84.6K – 433
2024
Q4 		$84.6K Buy
+2,990
New +$86.3K 0.01% 294

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Lee, Danner & Bass's HOMB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 2,990 shares — an estimated $84.6K sold.

Lee, Danner & Bass first reported a position in HOMB in Q4 2024 and held it in 1 quarter. The position peaked at $84.6K in Q4 2024. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,990 Home BancShares shares in Q1 2025, an estimated $84.6K.
  • Lee, Danner & Bass first reported a position in Home BancShares in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Home BancShares position peaked at $84.6K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.