BOK Financial’s Simmons First National SFNC Stock Holding History

BOK Financial’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 Q2	–	Sell	-39,851	Closed	-$818K	–	1317
2025 Q1	$818K	Hold	39,851	–	–	0.01%	462
2024 Q4	$835K	Hold	39,851	–	–	0.01%	465
2024 Q3	$843K	Sell	39,851 -5,000	-11%	-$101K	0.02%	468
2024 Q2	$788K	Hold	44,851	–	–	0.01%	503
2024 Q1	$865K	Sell	44,851 -93	-0.2%	-$1.76K	0.02%	498
2023 Q4	$892K	Sell	44,944 -4,907	-10%	-$82.1K	0.02%	482
2023 Q3	$708K	Hold	49,851	–	–	0.02%	494
2023 Q2	$860K	Hold	49,851	–	–	0.02%	486
2023 Q1	$872K	Buy	49,851 +9,920	+25%	+$211K	0.02%	479
2022 Q4	$862K	Hold	39,931	–	–	0.02%	554
2022 Q3	$870K	Hold	39,931	–	–	0.02%	530
2022 Q2	$849K	Hold	39,931	–	–	0.02%	561
2022 Q1	$1.05M	Sell	39,931 -157	-0.4%	-$4.53K	0.02%	557
2021 Q4	$1.19M	Hold	40,088	–	–	0.02%	534
2021 Q3	$1.19M	Buy	+40,088	New	+$1.13M	0.02%	530

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BOK Financial's SFNC Position: Q2 2025 in Review

BOK Financial sold out of Simmons First National (SFNC) in Q2 2025, closing a stake of 39,851 shares — an estimated $818K sold.

BOK Financial first reported a position in SFNC in Q3 2021 and held it in 15 quarters. The position peaked at $1.19M in Q4 2021. 291 funds tracked by Wall St. Rank hold SFNC as of Q2 2025.

BOK Financial reported no remaining Simmons First National position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 39,851 Simmons First National shares in Q2 2025, an estimated $818K.
BOK Financial first reported a position in Simmons First National in Q3 2021 and held it in 15 quarters.
BOK Financial's Simmons First National position peaked at $1.19M in Q4 2021.
291 funds tracked by Wall St. Rank held Simmons First National as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.