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Root Financial Partners’s Home BancShares HOMB Stock Holding History

Root Financial Partners’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 		– Sell
-1,090
Closed -$29.4K – 1635
2026
Q1 		$29.4K Buy
1,090
+474
+77% +$13.3K ﹤0.01% 1128
2025
Q4 		$17.1K Buy
616
+27
+5% +$749 ﹤0.01% 1253
2025
Q3 		$16.7K Buy
+589
New +$17.1K ﹤0.01% 1208

Other funds holding HOMB

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Root Financial Partners's HOMB Position: Q2 2026 in Review

Root Financial Partners sold out of Home BancShares (HOMB) in Q2 2026, closing a stake of 1,090 shares — an estimated $29.4K sold.

Root Financial Partners first reported a position in HOMB in Q3 2025 and held it in 3 quarters. The position peaked at $29.4K in Q1 2026. 96 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Root Financial Partners reported no remaining Home BancShares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,090 Home BancShares shares in Q2 2026, an estimated $29.4K.
  • Root Financial Partners first reported a position in Home BancShares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Home BancShares position peaked at $29.4K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.