Denali Advisors’s Simmons First National SFNC Stock Holding History

Denali 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
2025 Q1	–	Sell	-58,300	Closed	-$1.29M	–	298
2024 Q4	$1.29M	Sell	58,300 -285,700	-83%	-$6.68M	0.14%	157
2024 Q3	$7.41M	Sell	344,000 -32,000	-9%	-$649K	0.8%	28
2024 Q2	$6.61M	Buy	376,000 +192,200	+105%	+$3.39M	1.81%	9
2024 Q1	$3.58M	Buy	+183,800	New	+$3.48M	1.05%	36
2022 Q1	–	Sell	-90,500	Closed	-$2.68M	–	421
2021 Q4	$2.68M	Buy	90,500 +42,700	+89%	+$1.3M	1%	41
2021 Q3	$1.41M	Buy	+47,800	New	+$1.35M	0.59%	61

Other funds holding SFNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

WHG

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Denali Advisors's SFNC Position: Q1 2025 in Review

Denali Advisors sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 58,300 shares — an estimated $1.29M sold.

Denali Advisors first reported a position in SFNC in Q3 2021 and held it in 6 quarters. The position peaked at $7.41M in Q3 2024. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

Denali Advisors reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
Denali Advisors sold 58,300 Simmons First National shares in Q1 2025, an estimated $1.29M.
Denali Advisors first reported a position in Simmons First National in Q3 2021 and held it in 6 quarters.
Denali Advisors's Simmons First National position peaked at $7.41M in Q3 2024.
274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on Denali Advisors's 13F filing for Q1 2025, filed 5 May 2025.