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True Wealth Design’s Home BancShares HOMB Stock Holding History

True Wealth Design’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
2026
Q2 		$29.7K Buy
+1,039
New +$28.2K 0.01% 679
2026
Q1 		– Sell
-11
Closed -$306 – 2768
2025
Q4 		$306 Sell
11
-43
-80% -$1.19K ﹤0.01% 2116
2025
Q3 		$1.53K Sell
54
-22
-29% -$639 ﹤0.01% 1581
2025
Q2 		$2.16K Hold
76
– – ﹤0.01% 1153
2025
Q1 		$2.15K Buy
+76
New +$2.22K ﹤0.01% 988

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's HOMB Position: Q2 2026 in Review

True Wealth Design opened a new position in Home BancShares (HOMB) in Q2 2026: 1,039 shares worth $29.7K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HOMB as recently as Q4 2025.

True Wealth Design first reported a position in HOMB in Q1 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • True Wealth Design held 1,039 shares of Home BancShares worth $29.7K as of Q2 2026.
  • Home BancShares was a new True Wealth Design position in Q2 2026.
  • Home BancShares made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #679 holding.
  • True Wealth Design first reported a position in Home BancShares in Q1 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.