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

StrategIQ 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 Q4	$1.28M	Hold	64,430	–	–	0.14%	124
2023 Q3	$1.09M	Hold	64,430	–	–	0.13%	132
2023 Q2	$1.11M	Hold	64,430	–	–	0.13%	131
2023 Q1	$1.13M	Hold	64,430	–	–	0.13%	122
2022 Q4	$1.39M	Hold	64,430	–	–	0.16%	108
2022 Q3	$1.4M	Hold	64,430	–	–	0.18%	99
2022 Q2	$1.37M	Hold	64,430	–	–	0.17%	103
2022 Q1	$1.69M	Hold	64,430	–	–	0.18%	99
2021 Q4	$1.91M	Hold	64,430	–	–	0.19%	88
2021 Q3	$1.91M	Hold	64,430	–	–	0.38%	61
2021 Q2	$1.89M	Hold	64,430	–	–	0.37%	59
2021 Q1	$1.91M	Hold	64,430	–	–	0.4%	56
2020 Q4	$1.39M	Hold	64,430	–	–	0.31%	68
2020 Q3	$1.02M	Hold	64,430	–	–	0.26%	75
2020 Q2	$1.1M	Hold	64,430	–	–	0.3%	71
2020 Q1	$1.19M	Hold	64,430	–	–	0.37%	61
2019 Q4	$1.73M	Hold	64,430	–	–	0.45%	51
2019 Q3	$1.6M	Hold	64,430	–	–	0.45%	53
2019 Q2	$1.5M	Hold	64,430	–	–	0.43%	55
2019 Q1	$1.58M	Hold	64,430	–	–	0.49%	50
2018 Q4	$1.55M	Hold	64,430	–	–	0.53%	50
2018 Q3	$1.9M	Hold	64,430	–	–	0.6%	41
2018 Q2	$1.93M	Hold	64,430	–	–	0.67%	38
2018 Q1	$1.83M	Hold	64,430	–	–	0.73%	36
2017 Q4	$1.84M	Hold	64,430	–	–	0.72%	41
2017 Q3	$1.86M	Hold	64,430	–	–	0.75%	33
2017 Q2	$1.7M	Hold	64,430	–	–	0.72%	34
2017 Q1	$1.78M	Hold	64,430	–	–	0.81%	31
2016 Q4	$2M	Hold	64,430	–	–	1%	23
2016 Q3	$1.61M	Hold	64,430	–	–	0.88%	32
2016 Q2	$1.49M	Hold	64,430	–	–	0.87%	31
2016 Q1	$1.45M	Hold	64,430	–	–	1.36%	16
2015 Q4	$1.66M	Buy	+64,430	New	+$1.7M	1.69%	13

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

StrategIQ Financial Group's SFNC Position: Q4 2023 in Review

StrategIQ Financial Group held its Simmons First National (SFNC) position steady in Q4 2023 at 64,430 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #124.

StrategIQ Financial Group first reported a position in SFNC in Q4 2015 and has held it in 33 quarters since. The position peaked at $2M in Q4 2016. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.

StrategIQ Financial Group held 64,430 shares of Simmons First National worth $1.28M as of Q4 2023.
StrategIQ Financial Group left its Simmons First National share count unchanged in Q4 2023.
Simmons First National made up 0.14% of StrategIQ Financial Group's portfolio in Q4 2023, its #124 holding.
StrategIQ Financial Group first reported a position in Simmons First National in Q4 2015 and has held it in 33 quarters since.
StrategIQ Financial Group's Simmons First National position peaked at $2M in Q4 2016.
227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.