TFO Wealth Partners’s Simmons First National SFNC Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-4	Closed	-$78	–	637
2024 Q1	$78	Hold	4	–	–	﹤0.01%	678
2023 Q4	$79	Hold	4	–	–	﹤0.01%	824
2023 Q3	$69	Hold	4	–	–	﹤0.01%	1024
2023 Q2	$69	Hold	4	–	–	﹤0.01%	731
2023 Q1	$70	Sell	4 -1	-20%	-$21	﹤0.01%	707
2022 Q4	$259	Buy	+5	New	+$114	﹤0.01%	588

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

TFO Wealth Partners's SFNC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 4 shares — an estimated $78 sold.

TFO Wealth Partners first reported a position in SFNC in Q4 2022 and held it in 6 quarters. The position peaked at $259 in Q4 2022. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

TFO Wealth Partners reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 Simmons First National shares in Q2 2024, an estimated $78.
TFO Wealth Partners first reported a position in Simmons First National in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Simmons First National position peaked at $259 in Q4 2022.
232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.