TWP
HOMB icon

TFO Wealth Partners’s Home BancShares HOMB Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-11
Closed -$270 – 369
2024
Q1 		$270 Hold
11
– – ﹤0.01% 423
2023
Q4 		$279 Hold
11
– – ﹤0.01% 538
2023
Q3 		$251 Hold
11
– – ﹤0.01% 721
2023
Q2 		$251 Hold
11
– – ﹤0.01% 447
2023
Q1 		$239 Buy
11
+4
+57% +$92 ﹤0.01% 429
2022
Q4 		$524 Buy
+7
New +$170 ﹤0.01% 471

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

TFO Wealth Partners's HOMB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Home BancShares (HOMB) in Q2 2024, closing a stake of 11 shares — an estimated $270 sold.

TFO Wealth Partners first reported a position in HOMB in Q4 2022 and held it in 6 quarters. The position peaked at $524 in Q4 2022. 300 funds tracked by Wall St. Rank hold HOMB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Home BancShares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Home BancShares shares in Q2 2024, an estimated $270.
  • TFO Wealth Partners first reported a position in Home BancShares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Home BancShares position peaked at $524 in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Home BancShares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.