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Homrich & Berg’s Simmons First National SFNC Stock Holding History

Homrich & Berg’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
Q3 		$294K Hold
9,950
– – 0.01% 370
2021
Q2 		$292K Buy
+9,950
New +$297K 0.01% 373
2019
Q4 		– Sell
-141,771
Closed -$3.53M – 375
2019
Q3 		$3.53M Buy
+141,771
New +$3.47M 0.18% 47

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SB
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Homrich & Berg's SFNC Position: Q3 2021 in Review

Homrich & Berg held its Simmons First National (SFNC) position steady in Q3 2021 at 9,950 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #370.

Homrich & Berg first reported a position in SFNC in Q3 2019 and has held it in 3 quarters since. The position peaked at $3.53M in Q3 2019. 203 funds tracked by Wall St. Rank hold SFNC as of Q3 2021.

  • Homrich & Berg held 9,950 shares of Simmons First National worth $294K as of Q3 2021.
  • Homrich & Berg left its Simmons First National share count unchanged in Q3 2021.
  • Simmons First National made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #370 holding.
  • Homrich & Berg first reported a position in Simmons First National in Q3 2019 and has held it in 3 quarters since.
  • Homrich & Berg's Simmons First National position peaked at $3.53M in Q3 2019.
  • 203 funds tracked by Wall St. Rank held Simmons First National as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.