Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simmons First National SFNC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1M Buy
51,508
+5,416
+12% +$108K ﹤0.01% 1537
2025
Q4 		$869K Buy
46,092
+6,136
+15% +$114K ﹤0.01% 1581
2025
Q3 		$766K Buy
39,956
+27,967
+233% +$558K ﹤0.01% 1557
2025
Q2 		$227K Buy
11,989
+7,364
+159% +$139K ﹤0.01% 2065
2025
Q1 		$95K Buy
4,625
+2,301
+99% +$49.9K ﹤0.01% 2467
2024
Q4 		$52K Buy
2,324
+970
+72% +$22.7K ﹤0.01% 2770
2024
Q3 		$29K Buy
1,354
+204
+18% +$4.14K ﹤0.01% 3127
2024
Q2 		$20K Buy
1,150
+210
+22% +$3.71K ﹤0.01% 3121
2024
Q1 		$18K Sell
940
-196
-17% -$3.71K ﹤0.01% 2983
2023
Q4 		$23K Sell
1,136
-705
-38% -$11.8K ﹤0.01% 2704
2023
Q3 		$31K Buy
1,841
+58
+3% +$1.05K ﹤0.01% 2390
2023
Q2 		$31K Sell
1,783
-356
-17% -$5.99K ﹤0.01% 2349
2023
Q1 		$37K Buy
2,139
+174
+9% +$3.69K ﹤0.01% 2080
2022
Q4 		$42K Sell
1,965
-176
-8% -$4K ﹤0.01% 1847
2022
Q3 		$47K Buy
2,141
+503
+31% +$11.6K ﹤0.01% 1691
2022
Q2 		$35K Buy
1,638
+1,257
+330% +$30.5K ﹤0.01% 1803
2022
Q1 		$10K Buy
381
+227
+147% +$6.55K ﹤0.01% 2493
2021
Q4 		$5K Buy
+154
New +$4.68K ﹤0.01% 2760
2021
Q2 		$1K Hold
43
– – ﹤0.01% 2848
2021
Q1 		$1K Hold
43
– – ﹤0.01% 2847
2020
Q4 		$1K Hold
43
– – ﹤0.01% 2847
2020
Q3 		$1K Hold
43
– – ﹤0.01% 2845
2020
Q2 		$1K Hold
43
– – ﹤0.01% 2845
2020
Q1 		$1K Hold
43
– – ﹤0.01% 2843
2019
Q4 		$1K Hold
43
– – ﹤0.01% 2843
2019
Q3 		$1K Hold
43
– – ﹤0.01% 2843
2019
Q2 		$1K Hold
43
– – ﹤0.01% 2843
2019
Q1 		$1K Buy
+43
New +$1.1K ﹤0.01% 2841

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 $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 $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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SFNC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simmons First National (SFNC) stake by 12% in Q1 2026, buying an estimated $108K and bringing the position to 51,508 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Carson Wealth (CWM LLC) first reported a position in SFNC in Q1 2019 and has held it in 28 quarters since. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51,508 shares of Simmons First National worth $1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,416 Simmons First National shares in Q1 2026, an estimated $108K.
  • Simmons First National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1537 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simmons First National in Q1 2019 and has held it in 28 quarters since.
  • 313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.