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Venturi Wealth Management’s Home BancShares HOMB Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-4,489
Closed -$127K – 1139
2024
Q4 		$127K Buy
+4,489
New +$130K 0.01% 677

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Venturi Wealth Management's HOMB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 4,489 shares — an estimated $127K sold.

Venturi Wealth Management first reported a position in HOMB in Q4 2024 and held it in 1 quarter. The position peaked at $127K in Q4 2024. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,489 Home BancShares shares in Q1 2025, an estimated $127K.
  • Venturi Wealth Management first reported a position in Home BancShares in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Home BancShares position peaked at $127K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.