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Retirement Wealth Solutions’s Home BancShares HOMB Stock Holding History

Retirement Wealth Solutions’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 		$7.68K Sell
269
-1
-0.4% -$27 ﹤0.01% 264
2026
Q1 		$7.27K Sell
270
-161
-37% -$4.53K ﹤0.01% 253
2025
Q4 		$12K Sell
431
-59
-12% -$1.64K 0.01% 212
2025
Q3 		$13.9K Sell
490
-163
-25% -$4.73K 0.01% 193
2025
Q2 		$18.6K Buy
653
+1
+0.2% +$28 0.01% 157
2025
Q1 		$18.4K Buy
652
+1
+0.2% +$29 0.01% 143
2024
Q4 		$17.7K Buy
+651
New +$18.8K 0.02% 156

Other funds holding HOMB

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return