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Bailard’s Simmons First National SFNC Stock Holding History

Bailard’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
2025
Q4 		– Sell
-34,800
Closed -$667K – 862
2025
Q3 		$667K Buy
34,800
+20,200
+138% +$403K 0.01% 428
2025
Q2 		$277K Buy
+14,600
New +$275K 0.01% 624
2022
Q1 		– Sell
-7,055
Closed -$209K – 804
2021
Q4 		$209K Hold
7,055
– – 0.01% 678
2021
Q3 		$209K Sell
7,055
-400
-5% -$11.3K 0.01% 668
2021
Q2 		$219K Hold
7,455
– – 0.01% 649
2021
Q1 		$221K Buy
+7,455
New +$210K 0.01% 634

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bailard's SFNC Position: Q4 2025 in Review

Bailard sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 34,800 shares — an estimated $667K sold.

Bailard first reported a position in SFNC in Q1 2021 and held it in 6 quarters. The position peaked at $667K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Bailard reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Bailard sold 34,800 Simmons First National shares in Q4 2025, an estimated $667K.
  • Bailard first reported a position in Simmons First National in Q1 2021 and held it in 6 quarters.
  • Bailard's Simmons First National position peaked at $667K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.