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Wealthspire Advisors (New York)’s Home BancShares HOMB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-303
Closed -$8.58K – 1848
2025
Q3 		$8.58K Buy
+303
New +$8.8K ﹤0.01% 2093

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State Street
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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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s HOMB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Home BancShares (HOMB) in Q4 2025, closing a stake of 303 shares — an estimated $8.58K sold.

Wealthspire Advisors (New York) first reported a position in HOMB in Q3 2025 and held it in 1 quarter. The position peaked at $8.58K in Q3 2025. 354 funds tracked by Wall St. Rank hold HOMB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Home BancShares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 303 Home BancShares shares in Q4 2025, an estimated $8.58K.
  • Wealthspire Advisors (New York) first reported a position in Home BancShares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Home BancShares position peaked at $8.58K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Home BancShares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.