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 Q3	$7.62K	Buy	270 +1	+0.4%	+$30	﹤0.01%	303
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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Retirement Wealth Solutions's HOMB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Home BancShares (HOMB) stake by 0.37% in Q3 2026, buying an estimated $30 and bringing the position to 270 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Retirement Wealth Solutions first reported a position in HOMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.6K in Q2 2025. 25 funds tracked by Wall St. Rank hold HOMB as of Q3 2026.

Retirement Wealth Solutions held 270 shares of Home BancShares worth $7.62K as of Q3 2026.
Retirement Wealth Solutions bought 1 Home BancShares share in Q3 2026, an estimated $30.
Home BancShares made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #303 holding.
Retirement Wealth Solutions first reported a position in Home BancShares in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Home BancShares position peaked at $18.6K in Q2 2025.
25 funds tracked by Wall St. Rank held Home BancShares as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.