Berman Capital Advisors’s Simmons First National SFNC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Buy	+74	New	+$2.09K	﹤0.01%	1737
2021 Q1	–	Sell	-96,299	Closed	-$2.08M	–	1885
2020 Q4	$2.08M	Buy	+96,299	New	+$1.84M	0.5%	26
2019 Q1	–	Sell	-96	Closed	-$2K	–	1465
2018 Q4	$2K	Buy	+96	New	+$2.58K	﹤0.01%	898
2018 Q1	–	Sell	-971,282	Closed	-$27.7M	–	124
2017 Q4	$27.7M	Buy	+971,282	New	+$27.9M	9.18%	2

Other funds holding SFNC

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Berman Capital Advisors's SFNC Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Simmons First National (SFNC) in Q3 2021: 74 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in SFNC as recently as Q4 2020.

Berman Capital Advisors first reported a position in SFNC in Q4 2017 and has held it in 4 quarters since. The position peaked at $27.7M in Q4 2017. 203 funds tracked by Wall St. Rank hold SFNC as of Q3 2021.

Berman Capital Advisors held 74 shares of Simmons First National worth $2K as of Q3 2021.
Simmons First National was a new Berman Capital Advisors position in Q3 2021.
Simmons First National made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1737 holding.
Berman Capital Advisors first reported a position in Simmons First National in Q4 2017 and has held it in 4 quarters since.
Berman Capital Advisors's Simmons First National position peaked at $27.7M in Q4 2017.
203 funds tracked by Wall St. Rank held Simmons First National as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.