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Helen Stephens Group’s Simmons First National SFNC Stock Holding History

Helen Stephens Group’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
2022
Q3 		– Sell
-9,941
Closed -$211K – 65
2022
Q2 		$211K Buy
+9,941
New +$241K 0.15% 51

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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Helen Stephens Group's SFNC Position: Q3 2022 in Review

Helen Stephens Group sold out of Simmons First National (SFNC) in Q3 2022, closing a stake of 9,941 shares — an estimated $211K sold.

Helen Stephens Group first reported a position in SFNC in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

  • Helen Stephens Group reported no remaining Simmons First National position as of Q3 2022 after selling out during the quarter.
  • Helen Stephens Group sold 9,941 Simmons First National shares in Q3 2022, an estimated $211K.
  • Helen Stephens Group first reported a position in Simmons First National in Q2 2022 and held it in 1 quarter.
  • Helen Stephens Group's Simmons First National position peaked at $211K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

Based on Helen Stephens Group's 13F filing for Q3 2022, filed 11 Oct 2022.