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

Koshinski 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
2023 Q3	–	Sell	-19,000	Closed	-$328K	–	621
2023 Q2	$328K	Hold	19,000	–	–	0.04%	437
2023 Q1	$332K	Hold	19,000	–	–	0.03%	405
2022 Q4	$410K	Hold	19,000	–	–	0.04%	401
2022 Q3	$414K	Hold	19,000	–	–	0.05%	359
2022 Q2	$404K	Hold	19,000	–	–	0.04%	410
2022 Q1	$498K	Sell	19,000 -6,000	-24%	-$173K	0.04%	390
2021 Q4	$740K	Hold	25,000	–	–	0.06%	319
2021 Q3	$739K	Hold	25,000	–	–	0.06%	313
2021 Q2	$734K	Sell	25,000 -15,000	-38%	-$448K	0.09%	246
2021 Q1	$1.19M	Hold	40,000	–	–	0.13%	189
2020 Q4	$864K	Hold	40,000	–	–	0.11%	220
2020 Q3	$708	Hold	40,000	–	–	0.1%	230
2020 Q2	$684K	Hold	40,000	–	–	0.11%	219
2020 Q1	$736K	Hold	40,000	–	–	0.15%	176
2019 Q4	$1.07M	Hold	40,000	–	–	0.18%	165
2019 Q3	$996K	Buy	+40,000	New	+$980K	0.69%	45
2019 Q2	–	Sell	-40,000	Closed	-$979	–	366
2019 Q1	$979	Hold	40,000	–	–	0.26%	110
2018 Q4	$965K	Hold	40,000	–	–	0.24%	132
2018 Q3	$1.18M	Hold	40,000	–	–	0.17%	182
2018 Q2	$1.2M	Hold	40,000	–	–	0.37%	91
2018 Q1	$1.14M	Hold	40,000	–	–	0.35%	96
2017 Q4	$1.14M	Hold	40,000	–	–	0.29%	116
2017 Q3	$1.16M	Hold	40,000	–	–	0.38%	82
2017 Q2	$1.06M	Hold	40,000	–	–	0.39%	81
2017 Q1	$1.1M	Hold	40,000	–	–	0.43%	71
2016 Q4	$1.24M	Hold	40,000	–	–	0.62%	38
2016 Q3	$998K	Hold	40,000	–	–	0.5%	58
2016 Q2	$924K	Hold	40,000	–	–	0.5%	58
2016 Q1	$901K	Hold	40,000	–	–	0.58%	50
2015 Q4	$1.03M	Hold	40,000	–	–	0.72%	35
2015 Q3	$934K	Hold	40,000	–	–	0.6%	45
2015 Q2	$934K	Buy	+40,000	New	+$889K	0.59%	48

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Koshinski Asset Management's SFNC Position: Q3 2023 in Review

Koshinski Asset Management sold out of Simmons First National (SFNC) in Q3 2023, closing a stake of 19,000 shares — an estimated $328K sold.

Koshinski Asset Management first reported a position in SFNC in Q2 2015 and held it in 32 quarters. The position peaked at $1.24M in Q4 2016. 218 funds tracked by Wall St. Rank hold SFNC as of Q3 2023.

Koshinski Asset Management reported no remaining Simmons First National position as of Q3 2023 after selling out during the quarter.
Koshinski Asset Management sold 19,000 Simmons First National shares in Q3 2023, an estimated $328K.
Koshinski Asset Management first reported a position in Simmons First National in Q2 2015 and held it in 32 quarters.
Koshinski Asset Management's Simmons First National position peaked at $1.24M in Q4 2016.
218 funds tracked by Wall St. Rank held Simmons First National as of Q3 2023.

Based on Koshinski Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.