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Private Wealth Management Group’s Home BancShares HOMB Stock Holding History

Private Wealth Management Group’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 		$5.8K Sell
203
-49
-19% -$1.33K ﹤0.01% 791
2026
Q1 		$6.79K Sell
252
-57
-18% -$1.6K ﹤0.01% 656
2025
Q4 		$8.59K Hold
309
– – ﹤0.01% 559
2025
Q3 		$8.74K Hold
309
– – ﹤0.01% 563
2025
Q2 		$8.79K Hold
309
– – ﹤0.01% 530
2025
Q1 		$8.74K Hold
309
– – ﹤0.01% 512
2024
Q4 		$8.74K Hold
309
– – ﹤0.01% 530
2024
Q3 		$8.37K Hold
309
– – ﹤0.01% 511
2024
Q2 		$7.4K Hold
309
– – ﹤0.01% 544
2024
Q1 		$7.59K Hold
309
– – ﹤0.01% 485
2023
Q4 		$7.83K Buy
+309
New +$6.89K ﹤0.01% 470

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

Private Wealth Management Group's HOMB Position: Q2 2026 in Review

Private Wealth Management Group reduced its Home BancShares (HOMB) stake by 19% in Q2 2026, selling an estimated $1.33K and leaving 203 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Private Wealth Management Group first reported a position in HOMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.79K in Q2 2025. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Private Wealth Management Group held 203 shares of Home BancShares worth $5.8K as of Q2 2026.
  • Private Wealth Management Group sold 49 Home BancShares shares in Q2 2026, an estimated $1.33K.
  • Home BancShares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #791 holding.
  • Private Wealth Management Group first reported a position in Home BancShares in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Home BancShares position peaked at $8.79K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.