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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
Q2 		– Sell
-78,624
Closed -$1.53M – 93
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
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

Carlson Capital's SFNC Position: Q2 2026 in Review

Carlson Capital sold out of Simmons First National (SFNC) in Q2 2026, closing a stake of 78,624 shares — an estimated $1.53M sold.

Carlson Capital first reported a position in SFNC in Q4 2024 and held it in 4 quarters. The position peaked at $1.53M in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Carlson Capital reported no remaining Simmons First National position as of Q2 2026 after selling out during the quarter.
  • Carlson Capital sold 78,624 Simmons First National shares in Q2 2026, an estimated $1.53M.
  • Carlson Capital first reported a position in Simmons First National in Q4 2024 and held it in 4 quarters.
  • Carlson Capital's Simmons First National position peaked at $1.53M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.