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Legacy Wealth Asset Management’s Home BancShares HOMB Stock Holding History

Legacy Wealth Asset Management’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
-11,096
Closed -$314K – 351
2024
Q4 		$314K Sell
11,096
-8,118
-42% -$234K 0.09% 302
2024
Q3 		$521K Sell
19,214
-204
-1% -$5.43K 0.14% 242
2024
Q2 		$465K Buy
19,418
+77
+0.4% +$1.83K 0.13% 245
2024
Q1 		$475K Sell
19,341
-40
-0.2% -$952 0.13% 238
2023
Q4 		$491K Sell
19,381
-60
-0.3% -$1.34K 0.16% 229
2023
Q3 		$407K Sell
19,441
-6,026
-24% -$137K 0.15% 243
2023
Q2 		$581K Sell
25,467
-379
-1% -$8.26K 0.2% 169
2023
Q1 		$561K Sell
25,846
-530
-2% -$12.2K 0.2% 172
2022
Q4 		$601K Buy
26,376
+226
+0.9% +$5.48K 0.23% 152
2022
Q3 		$589K Sell
26,150
-356
-1% -$8.26K 0.26% 136
2022
Q2 		$551K Buy
26,506
+729
+3% +$15.8K 0.22% 162
2022
Q1 		$583K Buy
25,777
+1,061
+4% +$25.1K 0.21% 173
2021
Q4 		$602K Buy
24,716
+1,591
+7% +$39.2K 0.2% 181
2021
Q3 		$544K Buy
23,125
+7,780
+51% +$173K 0.25% 159
2021
Q2 		$379K Buy
+15,345
New +$414K 0.17% 222

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

Legacy Wealth Asset Management's HOMB Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 11,096 shares — an estimated $314K sold.

Legacy Wealth Asset Management first reported a position in HOMB in Q2 2021 and held it in 15 quarters. The position peaked at $602K in Q4 2021. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,096 Home BancShares shares in Q1 2025, an estimated $314K.
  • Legacy Wealth Asset Management first reported a position in Home BancShares in Q2 2021 and held it in 15 quarters.
  • Legacy Wealth Asset Management's Home BancShares position peaked at $602K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.