William Blair Investment Management
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William Blair Investment Management’s Simmons First National SFNC Stock Holding History

William Blair Investment Management’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 		– Sell
-1,107,881
Closed -$18.8M – 427
2023
Q3 		$18.8M Sell
1,107,881
-321,657
-23% -$5.8M 0.06% 285
2023
Q2 		$24.7M Buy
1,429,538
+26,644
+2% +$449K 0.08% 258
2023
Q1 		$24.5M Buy
1,402,894
+8,050
+0.6% +$171K 0.09% 249
2022
Q4 		$30.1M Sell
1,394,844
-56,309
-4% -$1.28M 0.12% 200
2022
Q3 		$31.6M Sell
1,451,153
-25,728
-2% -$595K 0.13% 175
2022
Q2 		$31.4M Buy
1,476,881
+129,933
+10% +$3.15M 0.12% 201
2022
Q1 		$35.3M Sell
1,346,948
-17,125
-1% -$494K 0.11% 214
2021
Q4 		$40.3M Sell
1,364,073
-113,982
-8% -$3.46M 0.11% 204
2021
Q3 		$43.7M Buy
1,478,055
+1,474,925
+47,122% +$41.7M 0.12% 195
2021
Q2 		$92K Buy
+3,130
New +$93.5K ﹤0.01% 396

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

William Blair Investment Management's SFNC Position: Q4 2023 in Review

William Blair Investment Management sold out of Simmons First National (SFNC) in Q4 2023, closing a stake of 1,107,881 shares — an estimated $18.8M sold.

William Blair Investment Management first reported a position in SFNC in Q2 2021 and held it in 10 quarters. The position peaked at $43.7M in Q3 2021. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.

  • William Blair Investment Management reported no remaining Simmons First National position as of Q4 2023 after selling out during the quarter.
  • William Blair Investment Management sold 1,107,881 Simmons First National shares in Q4 2023, an estimated $18.8M.
  • William Blair Investment Management first reported a position in Simmons First National in Q2 2021 and held it in 10 quarters.
  • William Blair Investment Management's Simmons First National position peaked at $43.7M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.

Based on William Blair Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.