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

FinTrust 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
2024 Q3	$80.8K	Hold	3,749	–	–	0.01%	475
2024 Q2	$65.9K	Sell	3,749 -1,200	-24%	-$21.2K	0.01%	475
2024 Q1	$96.3K	Hold	4,949	–	–	0.02%	397
2023 Q4	$98.2K	Hold	4,949	–	–	0.02%	370
2023 Q3	$83.9K	Sell	4,949 -1,000	-17%	-$18K	0.02%	376
2023 Q2	$128K	Hold	5,949	–	–	0.03%	320
2023 Q1	$128K	Hold	5,949	–	–	0.03%	318
2022 Q4	$128K	Hold	5,949	–	–	0.03%	317
2022 Q3	$145K	Hold	5,949	–	–	0.04%	307
2022 Q2	$133K	Hold	5,949	–	–	0.03%	331
2022 Q1	$156K	Sell	5,949 -9,521	-62%	-$275K	0.04%	327
2021 Q4	$458K	Sell	15,470 -3,571	-19%	-$108K	0.11%	175
2021 Q3	$563K	Buy	+19,041	New	+$538K	0.15%	132

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

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

WHG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FinTrust Capital Advisors's SFNC Position: Q3 2024 in Review

FinTrust Capital Advisors held its Simmons First National (SFNC) position steady in Q3 2024 at 3,749 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #475.

FinTrust Capital Advisors first reported a position in SFNC in Q3 2021 and has held it in 13 quarters since. The position peaked at $563K in Q3 2021. 246 funds tracked by Wall St. Rank hold SFNC as of Q3 2024.

FinTrust Capital Advisors held 3,749 shares of Simmons First National worth $80.8K as of Q3 2024.
FinTrust Capital Advisors left its Simmons First National share count unchanged in Q3 2024.
Simmons First National made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #475 holding.
FinTrust Capital Advisors first reported a position in Simmons First National in Q3 2021 and has held it in 13 quarters since.
FinTrust Capital Advisors's Simmons First National position peaked at $563K in Q3 2021.
246 funds tracked by Wall St. Rank held Simmons First National as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.