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Naviter Wealth’s Home BancShares HOMB Stock Holding History

Naviter Wealth’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
Q2 		$201K Buy
+7,036
New +$191K 0.02% 295
2025
Q3 		– Sell
-7,036
Closed -$200K – 270
2025
Q2 		$200K Buy
+7,036
New +$196K 0.02% 262

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Naviter Wealth's HOMB Position: Q2 2026 in Review

Naviter Wealth opened a new position in Home BancShares (HOMB) in Q2 2026: 7,036 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in HOMB as recently as Q2 2025.

Naviter Wealth first reported a position in HOMB in Q2 2025 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Naviter Wealth held 7,036 shares of Home BancShares worth $201K as of Q2 2026.
  • Home BancShares was a new Naviter Wealth position in Q2 2026.
  • Home BancShares made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #295 holding.
  • Naviter Wealth first reported a position in Home BancShares in Q2 2025 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.