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Bay Harbor Wealth Management’s Simmons First National SFNC Stock Holding History

Bay Harbor Wealth 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
2026
Q1 		$373 Buy
19
+11
+138% +$220 ﹤0.01% 1059
2025
Q4 		$152 Buy
8
+2
+33% +$37 ﹤0.01% 1154
2025
Q3 		$116 Buy
6
+1
+20% +$20 ﹤0.01% 1151
2025
Q2 		$95 Sell
5
-1
-17% -$19 ﹤0.01% 1111
2025
Q1 		$123 Buy
+6
New +$130 ﹤0.01% 822

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bay Harbor Wealth Management's SFNC Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Simmons First National (SFNC) stake by 138% in Q1 2026, buying an estimated $220 and bringing the position to 19 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Bay Harbor Wealth Management first reported a position in SFNC in Q1 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Bay Harbor Wealth Management held 19 shares of Simmons First National worth $373 as of Q1 2026.
  • Bay Harbor Wealth Management bought 11 Simmons First National shares in Q1 2026, an estimated $220.
  • Simmons First National made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1059 holding.
  • Bay Harbor Wealth Management first reported a position in Simmons First National in Q1 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.