Gillson Capital’s Simmons First National SFNC Stock Holding History

Gillson Capital’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 Q4	–	Sell	-627,602	Closed	-$10.6M	–	97
2023 Q3	$10.6M	Buy	+627,602	New	+$11.3M	0.79%	46

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

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

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

Gillson Capital's SFNC Position: Q4 2023 in Review

Gillson Capital sold out of Simmons First National (SFNC) in Q4 2023, closing a stake of 627,602 shares — an estimated $10.6M sold.

Gillson Capital first reported a position in SFNC in Q3 2023 and held it in 1 quarter. The position peaked at $10.6M in Q3 2023. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.

Gillson Capital reported no remaining Simmons First National position as of Q4 2023 after selling out during the quarter.
Gillson Capital sold 627,602 Simmons First National shares in Q4 2023, an estimated $10.6M.
Gillson Capital first reported a position in Simmons First National in Q3 2023 and held it in 1 quarter.
Gillson Capital's Simmons First National position peaked at $10.6M in Q3 2023.
227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.

Based on Gillson Capital's 13F filing for Q4 2023, filed 14 Feb 2024.