Raymond James Financial Services Advisors’s Simmons First National SFNC Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$395K	Sell	18,321 -1,271	-6%	-$25.8K	﹤0.01%	2776
2024 Q2	$344K	Buy	19,592 +7	+0%	+$124	﹤0.01%	2793
2024 Q1	$381K	Buy	19,585 +2,350	+14%	+$44.5K	﹤0.01%	2708
2023 Q4	$342K	Buy	17,235 +3,927	+30%	+$65.7K	﹤0.01%	2654
2023 Q3	$226K	Sell	13,308 -168	-1%	-$3.03K	﹤0.01%	2852
2023 Q2	$232K	Sell	13,476 -22,159	-62%	-$373K	﹤0.01%	2824
2023 Q1	$623K	Buy	35,635 +9,250	+35%	+$196K	﹤0.01%	2185
2022 Q4	$569K	Sell	26,385 -383	-1%	-$8.7K	﹤0.01%	2199
2022 Q3	$583K	Buy	26,768 +3,820	+17%	+$88.3K	﹤0.01%	2158
2022 Q2	$488K	Buy	22,948 +9,627	+72%	+$234K	﹤0.01%	2289
2022 Q1	$350K	Buy	13,321 +92	+0.7%	+$2.66K	﹤0.01%	2605
2021 Q4	$391K	Buy	+13,229	New	+$402K	﹤0.01%	2533

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors's SFNC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Simmons First National (SFNC) stake by 6.5% in Q3 2024, selling an estimated $25.8K and leaving 18,321 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Raymond James Financial Services Advisors first reported a position in SFNC in Q4 2021 and has held it in 12 quarters since. The position peaked at $623K in Q1 2023. 246 funds tracked by Wall St. Rank hold SFNC as of Q3 2024.

Raymond James Financial Services Advisors held 18,321 shares of Simmons First National worth $395K as of Q3 2024.
Raymond James Financial Services Advisors sold 1,271 Simmons First National shares in Q3 2024, an estimated $25.8K.
Simmons First National made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2776 holding.
Raymond James Financial Services Advisors first reported a position in Simmons First National in Q4 2021 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's Simmons First National position peaked at $623K in Q1 2023.
246 funds tracked by Wall St. Rank held Simmons First National as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.