Meridian Management’s Home BancShares HOMB Stock Holding History

Meridian 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	-8,255	Closed	-$234K	–	83
2024 Q4	$234K	Buy	8,255 +39	+0.5%	+$1.13K	0.06%	89
2024 Q3	$223K	Sell	8,216 -557	-6%	-$14.8K	0.06%	87
2024 Q2	$210K	Buy	8,773 +48	+0.6%	+$1.14K	0.06%	92
2024 Q1	$214K	Buy	8,725 +45	+0.5%	+$1.07K	0.06%	92
2023 Q4	$206K	Buy	+8,680	New	+$194K	0.06%	92
2022 Q2	–	Sell	-21,112	Closed	-$477K	–	78
2022 Q1	$477K	Hold	21,112	–	–	0.15%	60
2021 Q4	$514K	Buy	+21,112	New	+$520K	0.15%	59

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $4.5B AUM 18.67% 1-Year Est. Return

Meridian Management's HOMB Position: Q1 2025 in Review

Meridian Management sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 8,255 shares — an estimated $234K sold.

Meridian Management first reported a position in HOMB in Q4 2021 and held it in 7 quarters. The position peaked at $514K in Q4 2021. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

Meridian Management reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
Meridian Management sold 8,255 Home BancShares shares in Q1 2025, an estimated $234K.
Meridian Management first reported a position in Home BancShares in Q4 2021 and held it in 7 quarters.
Meridian Management's Home BancShares position peaked at $514K in Q4 2021.
333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.