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

LSV 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
2024
Q4 		– Sell
-47,500
Closed -$1.02M – 859
2024
Q3 		$1.02M Sell
47,500
-549,770
-92% -$11.2M ﹤0.01% 638
2024
Q2 		$10.5M Buy
597,270
+6,370
+1% +$112K 0.02% 431
2024
Q1 		$11.5M Sell
590,900
-28,800
-5% -$545K 0.02% 418
2023
Q4 		$12.3M Sell
619,700
-10,900
-2% -$182K 0.03% 409
2023
Q3 		$10.7M Buy
630,600
+33,770
+6% +$609K 0.02% 408
2023
Q2 		$10.3M Buy
596,830
+559,277
+1,489% +$9.42M 0.02% 423
2023
Q1 		$657K Hold
37,553
– – ﹤0.01% 699
2022
Q4 		$810K Hold
37,553
– – ﹤0.01% 671
2022
Q3 		$818K Sell
37,553
-79,086
-68% -$1.83M ﹤0.01% 665
2022
Q2 		$2.48M Buy
116,639
+22,567
+24% +$548K 0.01% 590
2022
Q1 		$2.47M Sell
94,072
-378,157
-80% -$10.9M ﹤0.01% 622
2021
Q4 		$14M Sell
472,229
-402,269
-46% -$12.2M 0.02% 404
2021
Q3 		$25.9M Sell
874,498
-435,212
-33% -$12.3M 0.05% 330
2021
Q2 		$38.4M Sell
1,309,710
-188,000
-13% -$5.61M 0.07% 278
2021
Q1 		$44.4M Sell
1,497,710
-167,890
-10% -$4.72M 0.08% 262
2020
Q4 		$36M Sell
1,665,600
-50,300
-3% -$960K 0.07% 284
2020
Q3 		$27.2M Buy
1,715,900
+720,892
+72% +$12.1M 0.06% 292
2020
Q2 		$17M Buy
995,008
+693,508
+230% +$11.9M 0.04% 368
2020
Q1 		$5.55M Hold
301,500
– – 0.01% 478
2019
Q4 		$8.08M Buy
+301,500
New +$7.61M 0.01% 499
2017
Q4 		– Sell
-12,600
Closed -$364K – 1006
2017
Q3 		$364K Hold
12,600
– – ﹤0.01% 886
2017
Q2 		$333K Buy
+12,600
New +$333K ﹤0.01% 899
2015
Q4 		– Sell
-17,400
Closed -$416K – 1019
2015
Q3 		$416K Hold
17,400
– – ﹤0.01% 820
2015
Q2 		$406K Hold
17,400
– – ﹤0.01% 809
2015
Q1 		$395K Hold
17,400
– – ﹤0.01% 773
2014
Q4 		$353K Buy
17,400
+4,200
+32% +$84.5K ﹤0.01% 783
2014
Q3 		$254K Buy
+13,200
New +$262K ﹤0.01% 805

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management's SFNC Position: Q4 2024 in Review

LSV Asset Management sold out of Simmons First National (SFNC) in Q4 2024, closing a stake of 47,500 shares — an estimated $1.02M sold.

LSV Asset Management first reported a position in SFNC in Q3 2014 and held it in 27 quarters. The position peaked at $44.4M in Q1 2021. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • LSV Asset Management reported no remaining Simmons First National position as of Q4 2024 after selling out during the quarter.
  • LSV Asset Management sold 47,500 Simmons First National shares in Q4 2024, an estimated $1.02M.
  • LSV Asset Management first reported a position in Simmons First National in Q3 2014 and held it in 27 quarters.
  • LSV Asset Management's Simmons First National position peaked at $44.4M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on LSV Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.