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Private Trust Company’s Simmons First National SFNC Stock Holding History

Private Trust Company’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
-75,125
Closed -$1.46M – 2340
2024
Q1 		$1.46M Hold
75,125
– – 0.16% 144
2023
Q4 		$1.49M Hold
75,125
– – 0.18% 131
2023
Q3 		$1.27M Hold
75,125
– – 0.17% 133
2023
Q2 		$1.3M Sell
75,125
-55
-0.1% -$926 0.16% 139
2023
Q1 		$1.31M Buy
75,180
+75,125
+136,591% +$1.59M 0.18% 125
2022
Q4 		$1K Sell
55
-109
-66% -$2.48K ﹤0.01% 2133
2022
Q3 		$4K Hold
164
– – ﹤0.01% 1758
2022
Q2 		$3K Buy
+164
New +$3.98K ﹤0.01% 1899

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
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Private Trust Company's SFNC Position: Q2 2024 in Review

Private Trust Company sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 75,125 shares — an estimated $1.46M sold.

Private Trust Company first reported a position in SFNC in Q2 2022 and held it in 8 quarters. The position peaked at $1.49M in Q4 2023. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

  • Private Trust Company reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
  • Private Trust Company sold 75,125 Simmons First National shares in Q2 2024, an estimated $1.46M.
  • Private Trust Company first reported a position in Simmons First National in Q2 2022 and held it in 8 quarters.
  • Private Trust Company's Simmons First National position peaked at $1.49M in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

Based on Private Trust Company's 13F filing for Q2 2024, filed 23 Jul 2024.