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Schubert & Co’s Simmons First National SFNC Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-37
Closed -$648 – 1253
2023
Q1 		$648 Buy
37
+17
+85% +$361 ﹤0.01% 1343
2022
Q4 		$432 Sell
20
-8
-29% -$182 ﹤0.01% 1421
2022
Q3 		$1K Sell
28
-17
-38% -$393 ﹤0.01% 1239
2022
Q2 		$1K Buy
45
+30
+200% +$728 ﹤0.01% 1279
2022
Q1 		$0 Sell
15
-1
-6% -$29 ﹤0.01% 1309
2021
Q4 		$0 Buy
+16
New +$486 ﹤0.01% 1255

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schubert & Co's SFNC Position: Q2 2023 in Review

Schubert & Co sold out of Simmons First National (SFNC) in Q2 2023, closing a stake of 37 shares — an estimated $648 sold.

Schubert & Co first reported a position in SFNC in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 205 funds tracked by Wall St. Rank hold SFNC as of Q2 2023.

  • Schubert & Co reported no remaining Simmons First National position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 37 Simmons First National shares in Q2 2023, an estimated $648.
  • Schubert & Co first reported a position in Simmons First National in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Simmons First National position peaked at $1K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Simmons First National as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.