Foundation Resource Management’s Simmons First National SFNC Stock Holding History

Foundation Resource 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
2021 Q1	–	Sell	-10,714	Closed	-$231K	–	52
2020 Q4	$231K	Sell	10,714 -300	-3%	-$5.73K	0.06%	51
2020 Q3	$175K	Hold	11,014	–	–	0.05%	49
2020 Q2	$188K	Hold	11,014	–	–	0.06%	50
2020 Q1	$203K	Hold	11,014	–	–	0.07%	47
2019 Q4	$295K	Hold	11,014	–	–	0.07%	47
2019 Q3	$274K	Hold	11,014	–	–	0.06%	50
2019 Q2	$256K	Hold	11,014	–	–	0.05%	50
2019 Q1	$270K	Hold	11,014	–	–	0.06%	52
2018 Q4	$266K	Hold	11,014	–	–	0.06%	51
2018 Q3	$324K	Hold	11,014	–	–	0.06%	51
2018 Q2	$329K	Hold	11,014	–	–	0.06%	50
2018 Q1	$313K	Sell	11,014 -3,386	-24%	-$99.1K	0.06%	51
2017 Q4	$411K	Sell	14,400 -65,000	-82%	-$1.87M	0.07%	50
2017 Q3	$2.3M	Hold	79,400	–	–	0.38%	37
2017 Q2	$2.1M	Hold	79,400	–	–	0.38%	36
2017 Q1	$2.19M	Hold	79,400	–	–	0.38%	36
2016 Q4	$2.47M	Hold	79,400	–	–	0.42%	36
2016 Q3	$1.98M	Hold	79,400	–	–	0.35%	37
2016 Q2	$1.83M	Hold	79,400	–	–	0.34%	36
2016 Q1	$1.79M	Hold	79,400	–	–	0.37%	37
2015 Q4	$2.04M	Sell	79,400 -10,000	-11%	-$263K	0.44%	36
2015 Q3	$2.14M	Sell	89,400 -2,000	-2%	-$45.8K	0.46%	35
2015 Q2	$2.13M	Sell	91,400 -4,776	-5%	-$106K	0.39%	36
2015 Q1	$2.19M	Sell	96,176 -2,000	-2%	-$40.7K	0.36%	38
2014 Q4	$2M	Buy	98,176 +18,776	+24%	+$378K	0.28%	41
2014 Q3	$1.53M	Hold	79,400	–	–	0.2%	44
2014 Q2	$1.56M	Hold	79,400	–	–	0.19%	43
2014 Q1	$1.48M	Hold	79,400	–	–	0.19%	44
2013 Q4	$1.48M	Hold	79,400	–	–	0.19%	44
2013 Q3	$1.23M	Hold	79,400	–	–	0.16%	45
2013 Q2	$1.04M	Buy	+79,400	New	+$1M	0.14%	50

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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

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

Foundation Resource Management's SFNC Position: Q1 2021 in Review

Foundation Resource Management sold out of Simmons First National (SFNC) in Q1 2021, closing a stake of 10,714 shares — an estimated $231K sold.

Foundation Resource Management first reported a position in SFNC in Q2 2013 and held it in 31 quarters. The position peaked at $2.47M in Q4 2016. 210 funds tracked by Wall St. Rank hold SFNC as of Q1 2021.

Foundation Resource Management reported no remaining Simmons First National position as of Q1 2021 after selling out during the quarter.
Foundation Resource Management sold 10,714 Simmons First National shares in Q1 2021, an estimated $231K.
Foundation Resource Management first reported a position in Simmons First National in Q2 2013 and held it in 31 quarters.
Foundation Resource Management's Simmons First National position peaked at $2.47M in Q4 2016.
210 funds tracked by Wall St. Rank held Simmons First National as of Q1 2021.

Based on Foundation Resource Management's 13F filing for Q1 2021, filed 8 Apr 2021.