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Steward Financial Group’s Home BancShares HOMB Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+128
New +$2.91K ﹤0.01% 986
2022
Q3 		– Sell
-86
Closed -$1K – 630
2022
Q2 		$1K Buy
+86
New +$1.86K ﹤0.01% 756

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's HOMB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Home BancShares (HOMB) in Q3 2023: 128 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HOMB as recently as Q2 2022.

Steward Financial Group first reported a position in HOMB in Q2 2022 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold HOMB as of Q3 2023.

  • Steward Financial Group held 128 shares of Home BancShares worth $2K as of Q3 2023.
  • Home BancShares was a new Steward Financial Group position in Q3 2023.
  • Home BancShares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #986 holding.
  • Steward Financial Group first reported a position in Home BancShares in Q2 2022 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Home BancShares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.