Patriot Financial Group Insurance Agency’s Simmons First National SFNC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-309	Closed	-$7K	–	1680
2022 Q2	$7K	Sell	309 -53	-15%	-$1.29K	﹤0.01%	1386
2022 Q1	$9K	Sell	362 -60	-14%	-$1.73K	﹤0.01%	1412
2021 Q4	$12K	Sell	422 -8	-2%	-$243	﹤0.01%	1434
2021 Q3	$13K	Buy	430 +57	+15%	+$1.61K	﹤0.01%	1377
2021 Q2	$11K	Hold	373	–	–	﹤0.01%	1421
2021 Q1	$11K	Buy	373 +11	+3%	+$309	﹤0.01%	1332
2020 Q4	$8K	Hold	362	–	–	﹤0.01%	1304
2020 Q3	$6K	Hold	362	–	–	﹤0.01%	1192
2020 Q2	$6K	Buy	362 +125	+53%	+$2.14K	﹤0.01%	1144
2020 Q1	$4K	Buy	+237	New	+$5.38K	﹤0.01%	1153

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SFNC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Simmons First National (SFNC) in Q3 2022, closing a stake of 309 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SFNC in Q1 2020 and held it in 10 quarters. The position peaked at $13K in Q3 2021. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Simmons First National position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 309 Simmons First National shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Simmons First National in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Simmons First National position peaked at $13K in Q3 2021.
244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.