Benjamin F. Edwards & Company’s Simmons First National SFNC Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SFNC Stock Details SFNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-130	Closed	-$3K	–	2226
2024 Q1	$3K	Buy	+130	New	+$2.46K	﹤0.01%	1980
2020 Q3	–	Sell	-2,000	Closed	-$34K	–	1753
2020 Q2	$34K	Hold	2,000	–	–	﹤0.01%	965
2020 Q1	$37K	Hold	2,000	–	–	﹤0.01%	921
2019 Q4	$54K	Sell	2,000 -3,000	-60%	-$75.7K	﹤0.01%	956
2019 Q3	$125K	Buy	5,000 +3,000	+150%	+$73.5K	0.01%	684
2019 Q2	$47K	Hold	2,000	–	–	﹤0.01%	924
2019 Q1	$49K	Hold	2,000	–	–	﹤0.01%	878
2018 Q4	$48K	Hold	2,000	–	–	0.01%	832
2018 Q3	$59K	Hold	2,000	–	–	0.01%	816
2018 Q2	$60K	Hold	2,000	–	–	0.01%	801
2018 Q1	$57K	Buy	+2,000	New	+$58.5K	0.01%	817
2016 Q1	–	Sell	-4	Closed	–	–	1188
2015 Q4	$0	Buy	+4	New	+$105	﹤0.01%	1235

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Benjamin F. Edwards & Company's SFNC Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 130 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SFNC in Q4 2015 and held it in 12 quarters. The position peaked at $125K in Q3 2019. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 130 Simmons First National shares in Q2 2024, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in Simmons First National in Q4 2015 and held it in 12 quarters.
Benjamin F. Edwards & Company's Simmons First National position peaked at $125K in Q3 2019.
232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.