SFS
HOMB icon

Sowell Financial Services’s Home BancShares HOMB Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-30,781
Closed -$834K – 541
2024
Q3 		$834K Sell
30,781
-299
-1% -$7.96K 0.04% 371
2024
Q2 		$745K Sell
31,080
-2,480
-7% -$58.9K 0.04% 380
2024
Q1 		$825K Sell
33,560
-4,390
-12% -$104K 0.04% 379
2023
Q4 		$961K Sell
37,950
-24,285
-39% -$541K 0.05% 331
2023
Q3 		$1.3M Buy
62,235
+235
+0.4% +$5.35K 0.08% 265
2023
Q2 		$1.41M Buy
62,000
+28,424
+85% +$620K 0.08% 286
2023
Q1 		$729K Sell
33,576
-31,214
-48% -$721K 0.06% 358
2022
Q4 		$1.48M Buy
64,790
+31,421
+94% +$762K 0.1% 239
2022
Q3 		$751K Buy
+33,369
New +$775K 0.08% 263
2022
Q1 		– Sell
-10,403
Closed -$253K – 299
2021
Q4 		$253K Buy
10,403
+20
+0.2% +$492 0.01% 490
2021
Q3 		$244K Sell
10,383
-175
-2% -$3.89K 0.02% 464
2021
Q2 		$261K Sell
10,558
-31,148
-75% -$841K 0.02% 487
2021
Q1 		$1.19M Buy
41,706
+3,309
+9% +$79.5K 0.04% 363
2020
Q4 		$748K Sell
38,397
-841
-2% -$15.3K 0.03% 404
2020
Q3 		$595K Sell
39,238
-2,267
-5% -$36.5K 0.03% 427
2020
Q2 		$638K Buy
41,505
+253
+0.6% +$3.56K 0.04% 386
2020
Q1 		$495K Buy
41,252
+5,233
+15% +$90.7K 0.04% 402
2019
Q4 		$708K Buy
36,019
+205
+0.6% +$3.87K 0.05% 350
2019
Q3 		$673K Buy
+35,814
New +$669K 0.06% 331
2019
Q1 		$1.29M Buy
73,207
+323
+0.4% +$5.99K 0.14% 163
2018
Q4 		$1.19M Buy
72,884
+8,069
+12% +$153K 0.17% 132
2018
Q3 		$1.42M Buy
64,815
+6,003
+10% +$139K 0.21% 88
2018
Q2 		$1.37M Buy
+58,812
New +$1.36M 0.29% 77
2017
Q1 		– Sell
-10,240
Closed -$287K – 392
2016
Q4 		$287K Buy
+10,240
New +$248K 0.1% 158

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's HOMB Position: Q4 2024 in Review

Sowell Financial Services sold out of Home BancShares (HOMB) in Q4 2024, closing a stake of 30,781 shares — an estimated $834K sold.

Sowell Financial Services first reported a position in HOMB in Q4 2016 and held it in 24 quarters. The position peaked at $1.48M in Q4 2022. 329 funds tracked by Wall St. Rank hold HOMB as of Q4 2024.

  • Sowell Financial Services reported no remaining Home BancShares position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 30,781 Home BancShares shares in Q4 2024, an estimated $834K.
  • Sowell Financial Services first reported a position in Home BancShares in Q4 2016 and held it in 24 quarters.
  • Sowell Financial Services's Home BancShares position peaked at $1.48M in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Home BancShares as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.