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Jupiter Asset Management’s Simmons First National SFNC Stock Holding History

Jupiter Asset 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
2025
Q1 		– Sell
-215,317
Closed -$4.78M – 498
2024
Q4 		$4.78M Buy
+215,317
New +$5.04M 0.05% 282

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jupiter Asset Management's SFNC Position: Q1 2025 in Review

Jupiter Asset Management sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 215,317 shares — an estimated $4.78M sold.

Jupiter Asset Management first reported a position in SFNC in Q4 2024 and held it in 1 quarter. The position peaked at $4.78M in Q4 2024. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

  • Jupiter Asset Management reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 215,317 Simmons First National shares in Q1 2025, an estimated $4.78M.
  • Jupiter Asset Management first reported a position in Simmons First National in Q4 2024 and held it in 1 quarter.
  • Jupiter Asset Management's Simmons First National position peaked at $4.78M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.