DI
SFNC icon

Disciplined Investments’s Simmons First National SFNC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-23
Closed -$397 – 1296
2023
Q2 		$397 Buy
23
+14
+156% +$236 ﹤0.01% 1314
2023
Q1 		$157 Sell
9
-2
-18% -$42 ﹤0.01% 1529
2022
Q4 		$237 Sell
11
-10
-48% -$227 ﹤0.01% 1399
2022
Q3 		$0 Sell
21
-2
-9% -$46 ﹤0.01% 1572
2022
Q2 		$0 Hold
23
– – ﹤0.01% 1584
2022
Q1 		$1K Buy
+23
New +$664 ﹤0.01% 1165

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's SFNC Position: Q3 2023 in Review

Disciplined Investments sold out of Simmons First National (SFNC) in Q3 2023, closing a stake of 23 shares — an estimated $397 sold.

Disciplined Investments first reported a position in SFNC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 218 funds tracked by Wall St. Rank hold SFNC as of Q3 2023.

  • Disciplined Investments reported no remaining Simmons First National position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 23 Simmons First National shares in Q3 2023, an estimated $397.
  • Disciplined Investments first reported a position in Simmons First National in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Simmons First National position peaked at $1K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Simmons First National as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.