Root Financial Partners
HOMB icon

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
Q3 		$98.7K Buy
+3,504
New +$105K ﹤0.01% 738
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

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
E.S. Barr & Co
E.S. Barr & Co Lexington, Kentucky $1.71B AUM 4.4% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Root Financial Partners's HOMB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Home BancShares (HOMB) in Q3 2026: 3,504 shares worth $98.7K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HOMB as recently as Q1 2026.

Root Financial Partners first reported a position in HOMB in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold HOMB as of Q3 2026.

  • Root Financial Partners held 3,504 shares of Home BancShares worth $98.7K as of Q3 2026.
  • Home BancShares was a new Root Financial Partners position in Q3 2026.
  • Home BancShares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #738 holding.
  • Root Financial Partners first reported a position in Home BancShares in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Home BancShares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.