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Everence Capital Management’s Simmons First National SFNC Stock Holding History

Everence Capital Management’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
Q4 		– Sell
-12,940
Closed -$279K – 1008
2024
Q3 		$279K Hold
12,940
– – 0.02% 619
2024
Q2 		$221 Hold
12,940
– – 0.02% 654
2024
Q1 		$252 Buy
+12,940
New +$245K 0.02% 632
2023
Q4 		– Sell
-20,420
Closed -$346 – 796
2023
Q3 		$346 Hold
20,420
– – 0.03% 502
2023
Q2 		$332K Hold
20,420
– – 0.03% 489
2023
Q1 		$357 Hold
20,420
– – 0.03% 472
2022
Q4 		$441 Hold
20,420
– – 0.04% 415
2022
Q3 		$445K Hold
20,420
– – 0.04% 377
2022
Q2 		$434K Buy
20,420
+4,860
+31% +$118K 0.04% 392
2022
Q1 		$408K Hold
15,560
– – 0.03% 473
2021
Q4 		$460K Buy
15,560
+4,140
+36% +$126K 0.03% 455
2021
Q3 		$338K Hold
11,420
– – 0.03% 529
2021
Q2 		$335K Sell
11,420
-7,590
-40% -$227K 0.03% 535
2021
Q1 		$564K Hold
19,010
– – 0.05% 327
2020
Q4 		$410K Hold
19,010
– – 0.04% 403
2020
Q3 		$301K Hold
19,010
– – 0.03% 460
2020
Q2 		$326K Hold
19,010
– – 0.04% 428
2020
Q1 		$350K Buy
19,010
+3,380
+22% +$76.8K 0.05% 346
2019
Q4 		$419K Buy
15,630
+4,540
+41% +$115K 0.06% 346
2019
Q3 		$276K Hold
11,090
– – 0.04% 454
2019
Q2 		$258K Hold
11,090
– – 0.04% 466
2019
Q1 		$271K Sell
11,090
-3,440
-24% -$88.2K 0.05% 447
2018
Q4 		$351K Buy
+14,530
New +$391K 0.08% 259

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Everence Capital Management's SFNC Position: Q4 2024 in Review

Everence Capital Management sold out of Simmons First National (SFNC) in Q4 2024, closing a stake of 12,940 shares — an estimated $279K sold.

Everence Capital Management first reported a position in SFNC in Q4 2018 and held it in 23 quarters. The position peaked at $564K in Q1 2021. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • Everence Capital Management reported no remaining Simmons First National position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 12,940 Simmons First National shares in Q4 2024, an estimated $279K.
  • Everence Capital Management first reported a position in Simmons First National in Q4 2018 and held it in 23 quarters.
  • Everence Capital Management's Simmons First National position peaked at $564K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.