Pathstone Holdings
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Pathstone Holdings’s Home BancShares HOMB Stock Holding History

Pathstone Holdings’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 		$390K Sell
14,490
-2,635
-15% -$74.2K ﹤0.01% 1864
2025
Q4 		$476K Sell
17,125
-2,099
-11% -$58.2K ﹤0.01% 1766
2025
Q3 		$544K Sell
19,224
-353
-2% -$10.3K ﹤0.01% 1730
2025
Q2 		$557K Sell
19,577
-9,354
-32% -$260K ﹤0.01% 1673
2025
Q1 		$818K Buy
28,931
+2,841
+11% +$83.1K ﹤0.01% 1480
2024
Q4 		$738K Buy
26,090
+409
+2% +$11.8K ﹤0.01% 1525
2024
Q3 		$696K Buy
25,681
+8,123
+46% +$216K ﹤0.01% 1558
2024
Q2 		$421K Buy
17,558
+6,767
+63% +$161K ﹤0.01% 1786
2024
Q1 		$265K Buy
10,791
+950
+10% +$22.6K ﹤0.01% 2014
2023
Q4 		$249K Buy
+9,841
New +$219K ﹤0.01% 1946

Other funds holding HOMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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