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Sierra Ocean’s Home BancShares HOMB Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-49
Closed -$1.4K – 443
2025
Q2 		$1.4K Hold
49
– – ﹤0.01% 832
2025
Q1 		$1.39K Hold
49
– – ﹤0.01% 845
2024
Q4 		$1.39K Buy
+49
New +$1.42K ﹤0.01% 850

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sierra Ocean's HOMB Position: Q3 2025 in Review

Sierra Ocean sold out of Home BancShares (HOMB) in Q3 2025, closing a stake of 49 shares — an estimated $1.4K sold.

Sierra Ocean first reported a position in HOMB in Q4 2024 and held it in 3 quarters. The position peaked at $1.4K in Q2 2025. 353 funds tracked by Wall St. Rank hold HOMB as of Q3 2025.

  • Sierra Ocean reported no remaining Home BancShares position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 49 Home BancShares shares in Q3 2025, an estimated $1.4K.
  • Sierra Ocean first reported a position in Home BancShares in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Home BancShares position peaked at $1.4K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Home BancShares as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.