Lindbrook Capital’s Home BancShares HOMB Stock Holding History

Lindbrook Capital’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	-77	Closed	-$2.18K	–	2853
2024 Q4	$2.18K	Hold	77	–	–	﹤0.01%	2281
2024 Q3	$2.09K	Hold	77	–	–	﹤0.01%	2328
2024 Q2	$1.84K	Buy	+77	New	+$1.83K	﹤0.01%	2361
2023 Q3	–	Sell	-60	Closed	-$1.37K	–	2748
2023 Q2	$1.37K	Sell	60 -449	-88%	-$9.79K	﹤0.01%	2302
2023 Q1	$11.1K	Buy	509 +270	+113%	+$6.23K	﹤0.01%	1386
2022 Q4	$5.45K	Buy	239 +174	+268%	+$4.22K	﹤0.01%	1776
2022 Q3	$1K	Buy	65 +1	+2%	+$23	﹤0.01%	2349
2022 Q2	$1K	Sell	64 -448	-88%	-$9.68K	﹤0.01%	2260
2022 Q1	$12K	Buy	512 +485	+1,796%	+$11.5K	﹤0.01%	1213
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1931
2021 Q3	$1K	Buy	+27	New	+$600	﹤0.01%	1729
2020 Q1	–	Sell	-336	Closed	-$5.82K	–	1750
2019 Q4	$7K	Hold	336	–	–	﹤0.01%	1011
2019 Q3	$6K	Buy	336 +159	+90%	+$2.97K	﹤0.01%	1027
2019 Q2	$3K	Hold	177	–	–	﹤0.01%	1149
2019 Q1	$3K	Hold	177	–	–	﹤0.01%	1165
2018 Q4	$2K	Buy	+177	New	+$3.36K	﹤0.01%	1172

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Lindbrook Capital's HOMB Position: Q1 2025 in Review

Lindbrook Capital sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 77 shares — an estimated $2.18K sold.

Lindbrook Capital first reported a position in HOMB in Q4 2018 and held it in 16 quarters. The position peaked at $12K in Q1 2022. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

Lindbrook Capital reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 77 Home BancShares shares in Q1 2025, an estimated $2.18K.
Lindbrook Capital first reported a position in Home BancShares in Q4 2018 and held it in 16 quarters.
Lindbrook Capital's Home BancShares position peaked at $12K in Q1 2022.
333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.