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Steward Financial Group’s Simmons First National SFNC Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+81
New +$1.46K ﹤0.01% 1251
2022
Q3 		– Sell
-31
Closed – – 1103
2022
Q2 		$0 Buy
+31
New +$753 ﹤0.01% 1321

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's SFNC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Simmons First National (SFNC) in Q3 2023: 81 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SFNC as recently as Q2 2022.

Steward Financial Group first reported a position in SFNC in Q2 2022 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold SFNC as of Q3 2023.

  • Steward Financial Group held 81 shares of Simmons First National worth $1K as of Q3 2023.
  • Simmons First National was a new Steward Financial Group position in Q3 2023.
  • Simmons First National made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1251 holding.
  • Steward Financial Group first reported a position in Simmons First National in Q2 2022 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Simmons First National as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.