HOMB β€” HOME BANCSHARES INC

Ownership history in Vestcor Inc  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Vestcor Inc reported a position in HOME BANCSHARES INC (HOMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q1)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

Vestcor Inc Γ— HOMB AI Analytics

πŸ“‰ Vestcor Inc underperformed the S&P 500 by –34.8% annually on this HOMB position. Average cost basis: $27.56. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-34.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 34.8% ann.
2 quarters analyzed

πŸ’° Entry Quality
$27.56
+1.2% vs current ($27.89)

Best entry: $27.48 (2025 Q1)  Β·  Worst: $27.89 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HOMB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 38,400 +13,000 +51.2% 0.03% $1.1M $27.89
2025 Q2 REDUCED 25,400 -25,400 -50.0% 0.02% $723K $27.85
2025 Q1 INITIATED 50,800 β€” β€” 0.05% $1.4M $27.48

🏒 Other funds also holding HOMB

As of 2025 Q4 β€” sorted by position size

DecisionPoint Financial, LLC 3.59% BARR E S & CO 3Y 7Y 3.49% Villanova Investment Management Co LLC 2.23% Copeland Capital Management, LLC 3Y 7Y 1.63% Centennial Bank/AR/ 1.43% AG Campbell Advisory, LLC 1.4% Horrell Capital Management, Inc. 3Y 7Y 1.18% NFJ INVESTMENT GROUP, LLC 3Y 0.87% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.65% TMB Capital Partners, LLC 0.63%
← Back to Vestcor Inc Holdings