New York Life Investment Management’s Simmons First National SFNC Stock Holding History

New York Life 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 Q2	–	Sell	-19,296	Closed	-$376K	–	1246
2024 Q1	$376K	Buy	+19,296	New	+$365K	﹤0.01%	886
2023 Q1	–	Sell	-21,578	Closed	-$466K	–	1365
2022 Q4	$466K	Buy	21,578 +2,383	+12%	+$54.1K	0.01%	971
2022 Q3	$418K	Buy	19,195 +1,409	+8%	+$32.6K	0.01%	912
2022 Q2	$378K	Buy	+17,786	New	+$432K	﹤0.01%	1037

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

New York Life Investment Management's SFNC Position: Q2 2024 in Review

New York Life Investment Management sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 19,296 shares — an estimated $376K sold.

New York Life Investment Management first reported a position in SFNC in Q2 2022 and held it in 4 quarters. The position peaked at $466K in Q4 2022. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

New York Life Investment Management reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 19,296 Simmons First National shares in Q2 2024, an estimated $376K.
New York Life Investment Management first reported a position in Simmons First National in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's Simmons First National position peaked at $466K in Q4 2022.
232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.