Private Capital Management (Colorado)’s Simmons First National SFNC Stock Holding History

Private Capital Management (Colorado)’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	-15,922	Closed	-$343K	–	273
2024 Q3	$343K	Sell	15,922 -155	-1%	-$3.15K	0.06%	127
2024 Q2	$283K	Buy	16,077 +175	+1%	+$3.09K	0.06%	118
2024 Q1	$309K	Sell	15,902 -9	-0.1%	-$170	0.07%	114
2023 Q4	$316K	Buy	15,911 +191	+1%	+$3.2K	0.08%	101
2023 Q3	$267K	Buy	15,720 +178	+1%	+$3.21K	0.08%	101
2023 Q2	$268K	Buy	15,542 +178	+1%	+$3K	0.08%	98
2023 Q1	$269K	Buy	15,364 +131	+0.9%	+$2.78K	0.08%	109
2022 Q4	$329K	Buy	15,233 +123	+0.8%	+$2.79K	0.11%	89
2022 Q3	$329K	Buy	+15,110	New	+$349K	0.12%	90

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 $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Private Capital Management (Colorado)'s SFNC Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Simmons First National (SFNC) in Q4 2024, closing a stake of 15,922 shares — an estimated $343K sold.

Private Capital Management (Colorado) first reported a position in SFNC in Q3 2022 and held it in 9 quarters. The position peaked at $343K in Q3 2024. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

Private Capital Management (Colorado) reported no remaining Simmons First National position as of Q4 2024 after selling out during the quarter.
Private Capital Management (Colorado) sold 15,922 Simmons First National shares in Q4 2024, an estimated $343K.
Private Capital Management (Colorado) first reported a position in Simmons First National in Q3 2022 and held it in 9 quarters.
Private Capital Management (Colorado)'s Simmons First National position peaked at $343K in Q3 2024.
266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.