True North Advisors’s Simmons First National SFNC Stock Holding History

True North Advisors’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	-13,316	Closed	-$287K	–	206
2022 Q4	$287K	Hold	13,316	–	–	0.1%	141
2022 Q3	$290K	Hold	13,316	–	–	0.1%	145
2022 Q2	$283K	Hold	13,316	–	–	0.09%	153
2022 Q1	$349K	Hold	13,316	–	–	0.09%	149
2021 Q4	$393K	Hold	13,316	–	–	0.07%	174
2021 Q3	$393K	Hold	13,316	–	–	0.08%	173
2021 Q2	$390K	Hold	13,316	–	–	0.08%	166
2021 Q1	$395K	Hold	13,316	–	–	0.09%	150
2020 Q4	$287K	Hold	13,316	–	–	0.07%	159
2020 Q3	$211K	Buy	+13,316	New	+$223K	0.06%	168
2020 Q1	–	Sell	-8,772	Closed	-$235K	–	141
2019 Q4	$235K	Buy	+8,772	New	+$221K	0.07%	96

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

True North Advisors's SFNC Position: Q1 2023 in Review

True North Advisors sold out of Simmons First National (SFNC) in Q1 2023, closing a stake of 13,316 shares — an estimated $287K sold.

True North Advisors first reported a position in SFNC in Q4 2019 and held it in 11 quarters. The position peaked at $395K in Q1 2021. 215 funds tracked by Wall St. Rank hold SFNC as of Q1 2023.

True North Advisors reported no remaining Simmons First National position as of Q1 2023 after selling out during the quarter.
True North Advisors sold 13,316 Simmons First National shares in Q1 2023, an estimated $287K.
True North Advisors first reported a position in Simmons First National in Q4 2019 and held it in 11 quarters.
True North Advisors's Simmons First National position peaked at $395K in Q1 2021.
215 funds tracked by Wall St. Rank held Simmons First National as of Q1 2023.

Based on True North Advisors's 13F filing for Q1 2023, filed 15 May 2023.