Cadence Bank’s Simmons First National SFNC Stock Holding History

Cadence Bank’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 Q1	–	Sell	-20,732	Closed	-$460K	–	332
2024 Q4	$460K	Hold	20,732	–	–	0.03%	230
2024 Q3	$447K	Hold	20,732	–	–	0.03%	229
2024 Q2	$364K	Hold	20,732	–	–	0.03%	218
2024 Q1	$403K	Hold	20,732	–	–	0.03%	245
2023 Q4	$411K	Hold	20,732	–	–	0.03%	238
2023 Q3	$352K	Hold	20,732	–	–	0.03%	251
2023 Q2	$358K	Hold	20,732	–	–	0.03%	254
2023 Q1	$363K	Hold	20,732	–	–	0.03%	248
2022 Q4	$447K	Hold	20,732	–	–	0.04%	236
2022 Q3	$452K	Hold	20,732	–	–	0.05%	221
2022 Q2	$441K	Hold	20,732	–	–	0.06%	139
2022 Q1	$544K	Buy	20,732 +460	+2%	+$13.3K	0.07%	130
2021 Q4	$600K	Hold	20,272	–	–	0.07%	131
2021 Q3	$599K	Hold	20,272	–	–	0.08%	124
2021 Q2	$595K	Sell	20,272 -1,999	-9%	-$59.7K	0.09%	126
2021 Q1	$661K	Hold	22,271	–	–	0.1%	119
2020 Q4	$481K	Buy	+22,271	New	+$425K	0.08%	146
2020 Q3	–	Sell	-22,271	Closed	-$381K	–	188
2020 Q2	$381K	Sell	22,271 -832	-4%	-$14.3K	0.08%	139
2020 Q1	$425K	Hold	23,103	–	–	0.11%	119
2019 Q4	$619K	Buy	23,103 +832	+4%	+$21K	0.11%	117
2019 Q3	$555K	Hold	22,271	–	–	0.05%	132
2019 Q2	$518K	Hold	22,271	–	–	0.05%	137
2019 Q1	$545K	Buy	22,271 +999	+5%	+$25.6K	0.05%	138
2018 Q4	$513K	Hold	21,272	–	–	0.06%	134
2018 Q3	$626K	Hold	21,272	–	–	0.06%	134
2018 Q2	$636K	Hold	21,272	–	–	0.06%	126
2018 Q1	$605K	Hold	21,272	–	–	0.06%	128
2017 Q4	$607K	Buy	+21,272	New	+$611K	0.06%	133

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

Cadence Bank's SFNC Position: Q1 2025 in Review

Cadence Bank sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 20,732 shares — an estimated $460K sold.

Cadence Bank first reported a position in SFNC in Q4 2017 and held it in 28 quarters. The position peaked at $661K in Q1 2021. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

Cadence Bank reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
Cadence Bank sold 20,732 Simmons First National shares in Q1 2025, an estimated $460K.
Cadence Bank first reported a position in Simmons First National in Q4 2017 and held it in 28 quarters.
Cadence Bank's Simmons First National position peaked at $661K in Q1 2021.
274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on Cadence Bank's 13F filing for Q1 2025, filed 14 May 2025.