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Whipplewood Advisors’s Home BancShares HOMB Stock Holding History

Whipplewood 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 		– Sell
-149
Closed -$4.01K – 834
2026
Q1 		$4.01K Buy
+149
New +$4.19K ﹤0.01% 655
2025
Q3 		– Sell
-172
Closed -$4.89K – 693
2025
Q2 		$4.89K Buy
172
+168
+4,200% +$4.67K ﹤0.01% 697
2025
Q1 		$4.86K Sell
4
-168
-98% -$4.91K ﹤0.01% 703
2024
Q4 		$4.87K Buy
+172
New +$4.97K ﹤0.01% 702

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

Whipplewood Advisors's HOMB Position: Q2 2026 in Review

Whipplewood Advisors sold out of Home BancShares (HOMB) in Q2 2026, closing a stake of 149 shares — an estimated $4.01K sold.

Whipplewood Advisors first reported a position in HOMB in Q4 2024 and held it in 4 quarters. The position peaked at $4.89K in Q2 2025. 378 funds tracked by Wall St. Rank hold HOMB as of Q2 2026.

  • Whipplewood Advisors reported no remaining Home BancShares position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 149 Home BancShares shares in Q2 2026, an estimated $4.01K.
  • Whipplewood Advisors first reported a position in Home BancShares in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Home BancShares position peaked at $4.89K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Home BancShares as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.