Position in HOMB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$138,204
-$4,362 QoQ
Shares Held
5,132
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HOMB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Caldwell Trust Co holds $5,478,507 across 19 Banks - Regional names. HOMB ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $1,869,342 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,467,609 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,034 | $631,345 | |
| 4 | TFC |
Truist Financial Corp
|
7,283 | $334,799 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,359 | $248,979 | |
| 6 | ONB |
Old National Bancorp /In/
|
10,689 | $236,226 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $175,921 | |
| 8 | HOMB |
Home Bancshares Inc
This page
|
5,132 | $138,204 |
All Filings in HOMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,204 | 5,132 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $142,566 | 5,132 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $145,235 | 5,132 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $146,056 | 5,132 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $145,081 | 5,132 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $145,235 | 5,132 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $139,025 | 5,132 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $122,962 | 5,132 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $126,093 | 5,132 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $129,993 | 5,132 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $107,464 | 5,132 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $142,021 | 6,229 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $135,231 | 6,229 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $141,958 | 6,229 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $140,214 | 6,229 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $129,376 | 6,229 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $140,775 | 6,229 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $176,026 | 7,229 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $170,098 | 7,229 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $178,411 | 7,229 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $195,544 | 7,229 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $247,357 | 12,698 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $203,871 | 13,448 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $254,508 | 16,548 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $198,410 | 16,548 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||