Wipfli Financial Advisors’s Home BancShares HOMB Stock Holding History

Wipfli 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
2022 Q3	$14K	Buy	+613	New	+$14.2K	﹤0.01%	1712

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wipfli Financial Advisors's HOMB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Home BancShares (HOMB) in Q3 2022: 613 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

266 funds tracked by Wall St. Rank hold HOMB as of Q3 2022.

Wipfli Financial Advisors held 613 shares of Home BancShares worth $14K as of Q3 2022.
Home BancShares was a new Wipfli Financial Advisors position in Q3 2022.
Home BancShares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1712 holding.
266 funds tracked by Wall St. Rank held Home BancShares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.