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Mount Yale Investment Advisors’s Home BancShares HOMB Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$322K Buy
+11,967
New +$337K 0.01% 865
2025
Q3 		– Sell
-9,610
Closed -$274K – 1074
2025
Q2 		$274K Buy
9,610
+185
+2% +$5.15K 0.02% 484
2025
Q1 		$266K Buy
9,425
+102
+1% +$2.98K 0.02% 468
2024
Q4 		$264K Sell
9,323
-1,873
-17% -$54.1K 0.02% 471
2024
Q3 		$303K Sell
11,196
-76
-0.7% -$2.02K 0.03% 430
2024
Q2 		$270K Sell
11,272
-49
-0.4% -$1.16K 0.02% 457
2024
Q1 		$278K Sell
11,321
-175
-2% -$4.17K 0.02% 468
2023
Q4 		$291K Sell
11,496
-116
-1% -$2.59K 0.03% 416
2023
Q3 		$243K Sell
11,612
-307
-3% -$6.99K 0.03% 435
2023
Q2 		$272K Buy
11,919
+826
+7% +$18K 0.03% 413
2023
Q1 		$241K Sell
11,093
-245
-2% -$5.66K 0.03% 428
2022
Q4 		$258K Buy
11,338
+1,677
+17% +$40.7K 0.03% 385
2022
Q3 		$217K Sell
9,661
-131
-1% -$3.04K 0.03% 405
2022
Q2 		$203K Sell
9,792
-115
-1% -$2.49K 0.03% 440
2022
Q1 		$224K Sell
9,907
-284
-3% -$6.72K 0.02% 425
2021
Q4 		$248K Sell
10,191
-158
-2% -$3.89K 0.03% 411
2021
Q3 		$244K Sell
10,349
-21
-0.2% -$466 0.03% 404
2021
Q2 		$256K Sell
10,370
-112
-1% -$3.02K 0.03% 359
2021
Q1 		$284K Sell
10,482
-3,370
-24% -$81K 0.04% 325
2020
Q4 		$270K Buy
13,852
+1,627
+13% +$29.5K 0.04% 318
2020
Q3 		$185K Buy
12,225
+1,017
+9% +$16.4K 0.03% 336
2020
Q2 		$172K Buy
+11,208
New +$157K 0.03% 314

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's HOMB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Home BancShares (HOMB) in Q1 2026: 11,967 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HOMB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HOMB in Q2 2020 and has held it in 22 quarters since. 361 funds tracked by Wall St. Rank hold HOMB as of Q1 2026.

  • Mount Yale Investment Advisors held 11,967 shares of Home BancShares worth $322K as of Q1 2026.
  • Home BancShares was a new Mount Yale Investment Advisors position in Q1 2026.
  • Home BancShares made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #865 holding.
  • Mount Yale Investment Advisors first reported a position in Home BancShares in Q2 2020 and has held it in 22 quarters since.
  • 361 funds tracked by Wall St. Rank held Home BancShares as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.