Cerity Partners’s Simmons First National SFNC Stock Holding History

Cerity Partners’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	$1.31M	Sell	57,691 -3,686	-6%	-$78.6K	﹤0.01%	1830
2026 Q1	$1.19M	Buy	61,377 +4,589	+8%	+$91.6K	﹤0.01%	1764
2025 Q4	$1.07M	Buy	56,788 +15,083	+36%	+$279K	﹤0.01%	1686
2025 Q3	$799K	Buy	41,705 +24,310	+140%	+$485K	﹤0.01%	1709
2025 Q2	$330K	Buy	17,395 +1,337	+8%	+$25.2K	﹤0.01%	2099
2025 Q1	$330K	Buy	16,058 +836	+5%	+$18.1K	﹤0.01%	1977
2024 Q4	$335K	Buy	+15,222	New	+$356K	﹤0.01%	1979
2021 Q4	–	Sell	-7,596	Closed	-$225K	–	1045
2021 Q3	$225K	Buy	7,596 +23	+0.3%	+$650	0.01%	628
2021 Q2	$222K	Hold	7,573	–	–	﹤0.01%	658
2021 Q1	$225K	Buy	+7,573	New	+$213K	0.01%	628
2018 Q2	–	Sell	-24,780	Closed	-$705K	–	578
2018 Q1	$705K	Hold	24,780	–	–	0.05%	277
2017 Q4	$707K	Hold	24,780	–	–	0.05%	281
2017 Q3	$717K	Sell	24,780 -19,816	-44%	-$528K	0.05%	273
2017 Q2	$4.22M	Buy	44,596 +20,796	+87%	+$549K	0.35%	64
2017 Q1	$656K	Buy	+23,800	New	+$700K	0.05%	230

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's SFNC Position: Q2 2026 in Review

Cerity Partners reduced its Simmons First National (SFNC) stake by 6% in Q2 2026, selling an estimated $78.6K and leaving 57,691 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Cerity Partners first reported a position in SFNC in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.22M in Q2 2017. 297 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Cerity Partners held 57,691 shares of Simmons First National worth $1.31M as of Q2 2026.
Cerity Partners sold 3,686 Simmons First National shares in Q2 2026, an estimated $78.6K.
Simmons First National made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1830 holding.
Cerity Partners first reported a position in Simmons First National in Q1 2017 and has held it in 15 quarters since.
Cerity Partners's Simmons First National position peaked at $4.22M in Q2 2017.
297 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.