Stifel Financial
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Stifel Financial’s Simmons First National SFNC Stock Holding History

Stifel Financial’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
Q1 		– Sell
-11,815
Closed -$255K – 3415
2022
Q4 		$255K Buy
11,815
+1
+0% +$23 ﹤0.01% 2858
2022
Q3 		$257K Sell
11,814
-274
-2% -$6.33K ﹤0.01% 2817
2022
Q2 		$257K Buy
12,088
+755
+7% +$18.3K ﹤0.01% 2834
2022
Q1 		$297K Hold
11,333
– – ﹤0.01% 2885
2021
Q4 		$335K Sell
11,333
-2,999
-21% -$91.1K ﹤0.01% 2847
2021
Q3 		$424K Buy
14,332
+110
+0.8% +$3.11K ﹤0.01% 2674
2021
Q2 		$417K Hold
14,222
– – ﹤0.01% 2690
2021
Q1 		$422K Sell
14,222
-18,799
-57% -$528K ﹤0.01% 2586
2020
Q4 		$713K Buy
33,021
+1,278
+4% +$24.4K ﹤0.01% 2090
2020
Q3 		$503K Buy
31,743
+377
+1% +$6.31K ﹤0.01% 2088
2020
Q2 		$537K Buy
31,366
+321
+1% +$5.5K ﹤0.01% 1995
2020
Q1 		$570K Sell
31,045
-60,181
-66% -$1.37M ﹤0.01% 1777
2019
Q4 		$2.44M Sell
91,226
-38,190
-30% -$964K 0.01% 1207
2019
Q3 		$3.22M Buy
129,416
+396
+0.3% +$9.7K 0.01% 1029
2019
Q2 		$3M Buy
129,020
+100,360
+350% +$2.44M 0.01% 1085
2019
Q1 		$701K Buy
28,660
+178
+0.6% +$4.57K ﹤0.01% 1861
2018
Q4 		$688K Hold
28,482
– – ﹤0.01% 1770
2018
Q3 		$839K Hold
28,482
– – ﹤0.01% 1793
2018
Q2 		$851K Hold
28,482
– – ﹤0.01% 1737
2018
Q1 		$810K Buy
+28,482
New +$834K ﹤0.01% 1702

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Stifel Financial's SFNC Position: Q1 2023 in Review

Stifel Financial sold out of Simmons First National (SFNC) in Q1 2023, closing a stake of 11,815 shares — an estimated $255K sold.

Stifel Financial first reported a position in SFNC in Q1 2018 and held it in 20 quarters. The position peaked at $3.22M in Q3 2019. 215 funds tracked by Wall St. Rank hold SFNC as of Q1 2023.

  • Stifel Financial reported no remaining Simmons First National position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 11,815 Simmons First National shares in Q1 2023, an estimated $255K.
  • Stifel Financial first reported a position in Simmons First National in Q1 2018 and held it in 20 quarters.
  • Stifel Financial's Simmons First National position peaked at $3.22M in Q3 2019.
  • 215 funds tracked by Wall St. Rank held Simmons First National as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.