CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Simmons First National SFNC Stock Holding History

CAPTRUST Financial 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
Q2 		$2.14M Buy
94,642
+3,159
+3% +$67.4K ﹤0.01% 1263
2026
Q1 		$1.78M Buy
91,483
+1,738
+2% +$34.7K ﹤0.01% 1275
2025
Q4 		$1.69M Buy
89,745
+3,055
+4% +$56.6K ﹤0.01% 1177
2025
Q3 		$1.66M Sell
86,690
-18,285
-17% -$365K ﹤0.01% 1123
2025
Q2 		$1.99M Buy
104,975
+25,105
+31% +$473K ﹤0.01% 965
2025
Q1 		$1.64M Buy
79,870
+3,388
+4% +$73.5K ﹤0.01% 1002
2024
Q4 		$1.7M Buy
76,482
+1,134
+2% +$26.5K ﹤0.01% 955
2024
Q3 		$1.62M Sell
75,348
-861
-1% -$17.5K ﹤0.01% 943
2024
Q2 		$1.34M Buy
76,209
+1,062
+1% +$18.8K ﹤0.01% 991
2024
Q1 		$1.46M Sell
75,147
-11,252
-13% -$213K 0.01% 933
2023
Q4 		$1.71M Sell
86,399
-2,475
-3% -$41.4K 0.01% 975
2023
Q3 		$1.51M Buy
88,874
+198
+0.2% +$3.57K 0.01% 978
2023
Q2 		$1.53M Buy
88,676
+6,178
+7% +$104K 0.01% 948
2023
Q1 		$1.44M Buy
82,498
+2,102
+3% +$44.6K 0.01% 865
2022
Q4 		$1.73M Sell
80,396
-455
-0.6% -$10.3K 0.01% 759
2022
Q3 		$1.76M Sell
80,851
-882
-1% -$20.4K 0.01% 717
2022
Q2 		$1.75M Buy
81,733
+5,729
+8% +$139K 0.01% 632
2022
Q1 		$2.01M Sell
76,004
-1,581
-2% -$45.6K 0.01% 596
2021
Q4 		$2.3M Buy
77,585
+68,460
+750% +$2.08M 0.02% 534
2021
Q3 		$272K Sell
9,125
-1,048
-10% -$29.6K ﹤0.01% 1352
2021
Q2 		$300K Buy
10,173
+59
+0.6% +$1.76K ﹤0.01% 1273
2021
Q1 		$302K Buy
10,114
+4,013
+66% +$113K ﹤0.01% 1228
2020
Q4 		$133K Buy
6,101
+5,984
+5,115% +$114K ﹤0.01% 1375
2020
Q3 		$2K Sell
117
-5,683
-98% -$95.1K ﹤0.01% 2804
2020
Q2 		$94K Hold
5,800
– – ﹤0.01% 1368
2020
Q1 		$101K Buy
+5,800
New +$132K ﹤0.01% 1119

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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

CAPTRUST Financial Advisors's SFNC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Simmons First National (SFNC) stake by 3.5% in Q2 2026, buying an estimated $67.4K and bringing the position to 94,642 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

CAPTRUST Financial Advisors first reported a position in SFNC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.3M in Q4 2021. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • CAPTRUST Financial Advisors held 94,642 shares of Simmons First National worth $2.14M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,159 Simmons First National shares in Q2 2026, an estimated $67.4K.
  • Simmons First National made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1263 holding.
  • CAPTRUST Financial Advisors first reported a position in Simmons First National in Q1 2020 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Simmons First National position peaked at $2.3M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.