Concourse Financial Group Securities’s Simmons First National SFNC Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-82	Closed	-$1.83K	–	1702
2024 Q4	$1.83K	Hold	82	–	–	﹤0.01%	2027
2024 Q3	$1.78K	Hold	82	–	–	﹤0.01%	2000
2024 Q2	$1.46K	Hold	82	–	–	﹤0.01%	2077
2024 Q1	$1.61K	Hold	82	–	–	﹤0.01%	2071
2023 Q4	$1.64K	Hold	82	–	–	﹤0.01%	2048
2023 Q3	$1.41K	Hold	82	–	–	﹤0.01%	2055
2023 Q2	$1.43K	Hold	82	–	–	﹤0.01%	2074
2023 Q1	$1.45K	Hold	82	–	–	﹤0.01%	2111
2022 Q4	$1.78K	Hold	82	–	–	﹤0.01%	2051
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	1822
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	2051
2022 Q1	$2K	Hold	82	–	–	﹤0.01%	2051
2021 Q4	$2K	Hold	82	–	–	﹤0.01%	2223
2021 Q3	$2K	Hold	82	–	–	﹤0.01%	2243
2021 Q2	$2K	Hold	82	–	–	﹤0.01%	2218
2021 Q1	$2K	Hold	82	–	–	﹤0.01%	2161
2020 Q4	$2K	Hold	82	–	–	﹤0.01%	2116
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	2110
2020 Q2	$1K	Hold	82	–	–	﹤0.01%	2028
2020 Q1	$2K	Buy	+82	New	+$1.86K	﹤0.01%	1926

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Concourse Financial Group Securities's SFNC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 82 shares — an estimated $1.83K sold.

Concourse Financial Group Securities first reported a position in SFNC in Q1 2020 and held it in 20 quarters. The position peaked at $2K in Q3 2022. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

Concourse Financial Group Securities reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 82 Simmons First National shares in Q1 2025, an estimated $1.83K.
Concourse Financial Group Securities first reported a position in Simmons First National in Q1 2020 and held it in 20 quarters.
Concourse Financial Group Securities's Simmons First National position peaked at $2K in Q3 2022.
274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.