Waverly Advisors’s Home BancShares HOMB Stock Holding History

Waverly 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	$258K	Buy	+9,020	New	+$245K	﹤0.01%	1494

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Waverly Advisors's HOMB Position: Q2 2026 in Review

Waverly Advisors opened a new position in Home BancShares (HOMB) in Q2 2026: 9,020 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

Waverly Advisors held 9,020 shares of Home BancShares worth $258K as of Q2 2026.
Home BancShares was a new Waverly Advisors position in Q2 2026.
Home BancShares made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1494 holding.
378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.