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 Q2	$366	Sell	16 -3	-16%	-$64	﹤0.01%	1115
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bay Harbor Wealth Management's SFNC Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Simmons First National (SFNC) stake by 16% in Q2 2026, selling an estimated $64 and leaving 16 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Bay Harbor Wealth Management first reported a position in SFNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $373 in Q1 2026. 320 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Bay Harbor Wealth Management held 16 shares of Simmons First National worth $366 as of Q2 2026.
Bay Harbor Wealth Management sold 3 Simmons First National shares in Q2 2026, an estimated $64.
Simmons First National made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1115 holding.
Bay Harbor Wealth Management first reported a position in Simmons First National in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Simmons First National position peaked at $373 in Q1 2026.
320 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.