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Pinnacle Wealth Planning Services’s Home BancShares HOMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$108K Hold
3,797
– – 0.01% 825
2026
Q1 		$102K Hold
3,797
– – 0.01% 788
2025
Q4 		$105K Buy
+3,797
New +$105K 0.01% 751
2021
Q1 		– Sell
-3,797
Closed -$74K – 1052
2020
Q4 		$74K Buy
+3,797
New +$68.9K 0.02% 611

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

Pinnacle Wealth Planning Services's HOMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Home BancShares (HOMB) position steady in Q2 2026 at 3,797 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #825.

Pinnacle Wealth Planning Services first reported a position in HOMB in Q4 2020 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,797 shares of Home BancShares worth $108K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Home BancShares share count unchanged in Q2 2026.
  • Home BancShares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #825 holding.
  • Pinnacle Wealth Planning Services first reported a position in Home BancShares in Q4 2020 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

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