UCFA
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United Capital Financial Advisors’s Home BancShares HOMB Stock Holding History

United Capital Financial Advisors’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 		$242K Sell
8,477
-4,058
-32% -$110K ﹤0.01% 1466
2026
Q1 		$338K Buy
+12,535
New +$353K ﹤0.01% 1278
2024
Q3 		– Sell
-10,473
Closed -$251K – 1078
2024
Q2 		$251K Sell
10,473
-155
-1% -$3.68K ﹤0.01% 908
2024
Q1 		$261K Sell
10,628
-39
-0.4% -$928 ﹤0.01% 925
2023
Q4 		$270K Buy
10,667
+667
+7% +$14.9K ﹤0.01% 906
2023
Q3 		$209K Sell
10,000
-38
-0.4% -$865 ﹤0.01% 794
2023
Q2 		$229K Buy
10,038
+16
+0.2% +$349 ﹤0.01% 826
2023
Q1 		$218K Sell
10,022
-7,468
-43% -$172K ﹤0.01% 907
2022
Q4 		$399K Sell
17,490
-107
-0.6% -$2.6K ﹤0.01% 802
2022
Q3 		$396K Sell
17,597
-116
-0.7% -$2.69K ﹤0.01% 820
2022
Q2 		$368K Buy
17,713
+132
+0.8% +$2.85K ﹤0.01% 883
2022
Q1 		$397K Buy
17,581
+95
+0.5% +$2.25K ﹤0.01% 906
2021
Q4 		$426K Buy
17,486
+5
+0% +$123 ﹤0.01% 913
2021
Q3 		$411K Sell
17,481
-121
-0.7% -$2.69K ﹤0.01% 912
2021
Q2 		$434K Buy
17,602
+104
+0.6% +$2.81K ﹤0.01% 907
2021
Q1 		$473K Buy
17,498
+121
+0.7% +$2.91K ﹤0.01% 861
2020
Q4 		$339K Sell
17,377
-5
-0% -$91 ﹤0.01% 954
2020
Q3 		$264K Buy
17,382
+10
+0.1% +$161 ﹤0.01% 991
2020
Q2 		$267K Sell
17,372
-630
-3% -$8.85K ﹤0.01% 1022
2020
Q1 		$216K Buy
18,002
+30
+0.2% +$520 ﹤0.01% 1052
2019
Q4 		$353K Sell
17,972
-2,539
-12% -$47.9K ﹤0.01% 1083
2019
Q3 		$385K Sell
20,511
-6,440
-24% -$120K ﹤0.01% 1019
2019
Q2 		$519K Buy
26,951
+54
+0.2% +$1.01K ﹤0.01% 1040
2019
Q1 		$473K Hold
26,897
– – ﹤0.01% 993
2018
Q4 		$439K Buy
26,897
+1
+0% +$19 ﹤0.01% 959
2018
Q3 		$589K Hold
26,896
– – ﹤0.01% 928
2018
Q2 		$607K Buy
26,896
+1,661
+7% +$38.4K ﹤0.01% 898
2018
Q1 		$576K Sell
25,235
-30,079
-54% -$721K ﹤0.01% 926
2017
Q4 		$1.29M Buy
+55,314
New +$1.29M 0.01% 720

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

United Capital Financial Advisors's HOMB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Home BancShares (HOMB) stake by 32% in Q2 2026, selling an estimated $110K and leaving 8,477 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

United Capital Financial Advisors first reported a position in HOMB in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.29M in Q4 2017. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • United Capital Financial Advisors held 8,477 shares of Home BancShares worth $242K as of Q2 2026.
  • United Capital Financial Advisors sold 4,058 Home BancShares shares in Q2 2026, an estimated $110K.
  • Home BancShares made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1466 holding.
  • United Capital Financial Advisors first reported a position in Home BancShares in Q4 2017 and has held it in 29 quarters since.
  • United Capital Financial Advisors's Home BancShares position peaked at $1.29M in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.