ELCO Management’s Simmons First National SFNC Stock Holding History

ELCO Management’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 Q4	–	Sell	-10,000	Closed	-$192K	–	168
2025 Q3	$192K	Buy	+10,000	New	+$200K	0.1%	149

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ELCO Management's SFNC Position: Q4 2025 in Review

ELCO Management sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 10,000 shares — an estimated $192K sold.

ELCO Management first reported a position in SFNC in Q3 2025 and held it in 1 quarter. The position peaked at $192K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

ELCO Management reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
ELCO Management sold 10,000 Simmons First National shares in Q4 2025, an estimated $192K.
ELCO Management first reported a position in Simmons First National in Q3 2025 and held it in 1 quarter.
ELCO Management's Simmons First National position peaked at $192K in Q3 2025.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on ELCO Management's 13F filing for Q4 2025, filed 4 Feb 2026.