KIG
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Kowal Investment Group’s Simmons First National SFNC Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-102
Closed -$3K – 786
2021
Q3 		$3K Buy
+102
New +$2.88K ﹤0.01% 751

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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

Kowal Investment Group's SFNC Position: Q4 2021 in Review

Kowal Investment Group sold out of Simmons First National (SFNC) in Q4 2021, closing a stake of 102 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in SFNC in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 212 funds tracked by Wall St. Rank hold SFNC as of Q4 2021.

  • Kowal Investment Group reported no remaining Simmons First National position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 102 Simmons First National shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Simmons First National in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Simmons First National position peaked at $3K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Simmons First National as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.