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
2025 Q3	–	Sell	-7,036	Closed	-$200K	–	270
2025 Q2	$200K	Buy	+7,036	New	+$196K	0.02%	262

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

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Naviter Wealth's HOMB Position: Q3 2025 in Review

Naviter Wealth sold out of Home BancShares (HOMB) in Q3 2025, closing a stake of 7,036 shares — an estimated $200K sold.

Naviter Wealth first reported a position in HOMB in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 353 funds tracked by Wall St. Rank hold HOMB as of Q3 2025.

Naviter Wealth reported no remaining Home BancShares position as of Q3 2025 after selling out during the quarter.
Naviter Wealth sold 7,036 Home BancShares shares in Q3 2025, an estimated $200K.
Naviter Wealth first reported a position in Home BancShares in Q2 2025 and held it in 1 quarter.
Naviter Wealth's Home BancShares position peaked at $200K in Q2 2025.
353 funds tracked by Wall St. Rank held Home BancShares as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.