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Mesirow Institutional Investment Management’s Simmons First National SFNC Stock Holding History

Mesirow Institutional Investment 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 		$17.2M Sell
774,619
-156,321
-17% -$3.66M 1.32% 17
2024
Q3 		$20.1M Buy
930,940
+225,802
+32% +$4.58M 1.53% 4
2024
Q2 		$12.4M Buy
705,138
+154,128
+28% +$2.72M 1.09% 42
2024
Q1 		$10.7M Buy
+551,010
New +$10.4M 0.95% 60

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mesirow Institutional Investment Management's SFNC Position: Q4 2024 in Review

Mesirow Institutional Investment Management reduced its Simmons First National (SFNC) stake by 17% in Q4 2024, selling an estimated $3.66M and leaving 774,619 shares worth $17.2M. The position accounts for 1.32% of the portfolio, ranked #17.

Mesirow Institutional Investment Management first reported a position in SFNC in Q1 2024 and has held it in 4 quarters since. The position peaked at $20.1M in Q3 2024. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • Mesirow Institutional Investment Management held 774,619 shares of Simmons First National worth $17.2M as of Q4 2024.
  • Mesirow Institutional Investment Management sold 156,321 Simmons First National shares in Q4 2024, an estimated $3.66M.
  • Simmons First National made up 1.32% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #17 holding.
  • Mesirow Institutional Investment Management first reported a position in Simmons First National in Q1 2024 and has held it in 4 quarters since.
  • Mesirow Institutional Investment Management's Simmons First National position peaked at $20.1M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.