Capstone Investment Advisors
SFNC icon

Capstone Investment Advisors’s Simmons First National SFNC Stock Holding History

Capstone Investment Advisors’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 		– Sell
-14,309
Closed -$270K – 1823
2025
Q4 		$270K Buy
+14,309
New +$265K ﹤0.01% 1404
2023
Q4 		– Sell
-15,976
Closed -$271K – 2368
2023
Q3 		$271K Buy
+15,976
New +$288K ﹤0.01% 1660

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 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

Capstone Investment Advisors's SFNC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Simmons First National (SFNC) in Q1 2026, closing a stake of 14,309 shares — an estimated $270K sold.

Capstone Investment Advisors first reported a position in SFNC in Q3 2023 and held it in 2 quarters. The position peaked at $271K in Q3 2023. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Simmons First National position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,309 Simmons First National shares in Q1 2026, an estimated $270K.
  • Capstone Investment Advisors first reported a position in Simmons First National in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Simmons First National position peaked at $271K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.