Carlson Capital’s Simmons First National SFNC Stock Holding History

Carlson Capital’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	$1.53M	Buy	78,624 +51,624	+191%	+$1.03M	0.48%	40
2025 Q4	$509K	Buy	+27,000	New	+$500K	0.18%	59
2025 Q3	–	Sell	-32,900	Closed	-$624K	–	91
2025 Q2	$624K	Buy	+32,900	New	+$620K	0.26%	40
2025 Q1	–	Sell	-20,900	Closed	-$464K	–	49
2024 Q4	$464K	Buy	+20,900	New	+$489K	0.27%	27

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WHG

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carlson Capital's SFNC Position: Q1 2026 in Review

Carlson Capital increased its Simmons First National (SFNC) stake by 191% in Q1 2026, buying an estimated $1.03M and bringing the position to 78,624 shares worth $1.53M. The position accounts for 0.48% of the portfolio, ranked #40.

Carlson Capital first reported a position in SFNC in Q4 2024 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

Carlson Capital held 78,624 shares of Simmons First National worth $1.53M as of Q1 2026.
Carlson Capital bought 51,624 Simmons First National shares in Q1 2026, an estimated $1.03M.
Simmons First National made up 0.48% of Carlson Capital's portfolio in Q1 2026, its #40 holding.
Carlson Capital first reported a position in Simmons First National in Q4 2024 and has held it in 4 quarters since.
312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.