SSG
HOMB icon

Summit Securities Group’s Home BancShares HOMB Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-2,263
Closed -$64K – 1225
2025
Q1 		$64K Buy
+2,263
New +$66.2K 0.01% 290
2023
Q1 		– Sell
-3,675
Closed -$84K – 1028
2022
Q4 		$84K Buy
+3,675
New +$89.1K ﹤0.01% 628
2016
Q3 		– Sell
-12,359
Closed -$245K – 212
2016
Q2 		$245K Buy
+12,359
New +$259K 0.13% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Summit Securities Group's HOMB Position: Q2 2025 in Review

Summit Securities Group sold out of Home BancShares (HOMB) in Q2 2025, closing a stake of 2,263 shares — an estimated $64K sold.

Summit Securities Group first reported a position in HOMB in Q2 2016 and held it in 3 quarters. The position peaked at $245K in Q2 2016. 353 funds tracked by Wall St. Rank hold HOMB as of Q2 2025.

  • Summit Securities Group reported no remaining Home BancShares position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,263 Home BancShares shares in Q2 2025, an estimated $64K.
  • Summit Securities Group first reported a position in Home BancShares in Q2 2016 and held it in 3 quarters.
  • Summit Securities Group's Home BancShares position peaked at $245K in Q2 2016.
  • 353 funds tracked by Wall St. Rank held Home BancShares as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.