Guggenheim Capital’s Simmons First National SFNC Stock Holding History

Guggenheim 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
2025 Q3	–	Sell	-49,637	Closed	-$941K	–	1654
2025 Q2	$941K	Sell	49,637 -3,055	-6%	-$57.5K	0.01%	905
2025 Q1	$1.08M	Sell	52,692 -4,275	-8%	-$92.8K	0.01%	853
2024 Q4	$1.26M	Sell	56,967 -7,814	-12%	-$183K	0.01%	812
2024 Q3	$1.4M	Sell	64,781 -8,028	-11%	-$163K	0.01%	958
2024 Q2	$1.28M	Sell	72,809 -25,618	-26%	-$452K	0.01%	994
2024 Q1	$1.92M	Buy	98,427 +12,790	+15%	+$242K	0.01%	896
2023 Q4	$1.7M	Buy	85,637 +22,239	+35%	+$372K	0.01%	913
2023 Q3	$1.08M	Sell	63,398 -3,308	-5%	-$59.7K	0.01%	1082
2023 Q2	$1.15M	Sell	66,706 -9,373	-12%	-$158K	0.01%	1100
2023 Q1	$1.33M	Sell	76,079 -2,372	-3%	-$50.3K	0.01%	1039
2022 Q4	$1.69M	Sell	78,451 -882	-1%	-$20K	0.01%	919
2022 Q3	$1.73M	Sell	79,333 -2,880	-4%	-$66.6K	0.02%	893
2022 Q2	$1.75M	Sell	82,213 -2,360	-3%	-$57.3K	0.01%	949
2022 Q1	$2.22M	Buy	84,573 +4,496	+6%	+$130K	0.01%	958
2021 Q4	$2.37M	Buy	80,077 +8,541	+12%	+$259K	0.01%	969
2021 Q3	$2.12M	Buy	71,536 +15,160	+27%	+$428K	0.01%	1030
2021 Q2	$1.65M	Buy	56,376 +8,433	+18%	+$252K	0.01%	1206
2021 Q1	$1.42M	Buy	47,943 +8,316	+21%	+$234K	0.01%	1211
2020 Q4	$856K	Buy	39,627 +1,998	+5%	+$38.1K	0.01%	1416
2020 Q3	$597K	Buy	37,629 +850	+2%	+$14.2K	﹤0.01%	1383
2020 Q2	$629K	Sell	36,779 -5,304	-13%	-$90.9K	﹤0.01%	1378
2020 Q1	$774K	Sell	42,083 -1,343	-3%	-$30.5K	0.01%	1201
2019 Q4	$1.16M	Buy	43,426 +3,620	+9%	+$91.4K	0.01%	1273
2019 Q3	$991K	Buy	39,806 +16,271	+69%	+$398K	0.01%	1342
2019 Q2	$547K	Buy	+23,535	New	+$573K	﹤0.01%	1611
2018 Q4	–	Sell	-8,828	Closed	-$260K	–	2349
2018 Q3	$260K	Buy	8,828 +1,441	+20%	+$44.3K	﹤0.01%	2258
2018 Q2	$221K	Sell	7,387 -6,171	-46%	-$188K	﹤0.01%	2275
2018 Q1	$386K	Sell	13,558 -5,964	-31%	-$175K	﹤0.01%	2457
2017 Q4	$558K	Sell	19,522 -1,482	-7%	-$42.6K	﹤0.01%	2322
2017 Q3	$608K	Sell	21,004 -3,750	-15%	-$100K	﹤0.01%	2318
2017 Q2	$654K	Sell	24,754 -22,416	-48%	-$592K	﹤0.01%	2310
2017 Q1	$1.3M	Sell	47,170 -10,972	-19%	-$323K	﹤0.01%	1954
2016 Q4	$1.81M	Sell	58,142 -54,668	-48%	-$1.54M	0.01%	1766
2016 Q3	$2.81M	Sell	112,810 -16,418	-13%	-$394K	0.01%	1375
2016 Q2	$2.98M	Sell	129,228 -12,668	-9%	-$291K	0.01%	1303
2016 Q1	$3.2M	Sell	141,896 -20,988	-13%	-$463K	0.01%	1260
2015 Q4	$4.18M	Buy	162,884 +115,652	+245%	+$3.04M	0.01%	1104
2015 Q3	$1.13M	Buy	47,232 +23,514	+99%	+$539K	﹤0.01%	2021
2015 Q2	$554K	Buy	+23,718	New	+$527K	﹤0.01%	2495
2015 Q1	–	Sell	-133,812	Closed	-$2.72M	–	3077
2014 Q4	$2.72M	Buy	133,812 +67,556	+102%	+$1.36M	0.01%	1502
2014 Q3	$1.28M	Sell	66,256 -11,580	-15%	-$230K	﹤0.01%	2073
2014 Q2	$1.53M	Sell	77,836 -3,910	-5%	-$76K	﹤0.01%	2004
2014 Q1	$1.52M	Buy	81,746 +68,492	+517%	+$1.23M	﹤0.01%	1980
2013 Q4	$246K	Buy	+13,254	New	+$224K	﹤0.01%	2781

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guggenheim Capital's SFNC Position: Q3 2025 in Review

Guggenheim Capital sold out of Simmons First National (SFNC) in Q3 2025, closing a stake of 49,637 shares — an estimated $941K sold.

Guggenheim Capital first reported a position in SFNC in Q4 2013 and held it in 44 quarters. The position peaked at $4.18M in Q4 2015. 325 funds tracked by Wall St. Rank hold SFNC as of Q3 2025.

Guggenheim Capital reported no remaining Simmons First National position as of Q3 2025 after selling out during the quarter.
Guggenheim Capital sold 49,637 Simmons First National shares in Q3 2025, an estimated $941K.
Guggenheim Capital first reported a position in Simmons First National in Q4 2013 and held it in 44 quarters.
Guggenheim Capital's Simmons First National position peaked at $4.18M in Q4 2015.
325 funds tracked by Wall St. Rank held Simmons First National as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.