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Kestra Investment Management’s Simmons First National SFNC Stock Holding History

Kestra Investment 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
Q3 		– Sell
-4,586
Closed -$90.8K – 901
2025
Q2 		$90.8K Buy
4,586
+2,115
+86% +$39.8K ﹤0.01% 516
2025
Q1 		$50.7K Buy
+2,471
New +$53.6K ﹤0.01% 475

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Investment Management's SFNC Position: Q3 2025 in Review

Kestra Investment Management sold out of Simmons First National (SFNC) in Q3 2025, closing a stake of 4,586 shares — an estimated $90.8K sold.

Kestra Investment Management first reported a position in SFNC in Q1 2025 and held it in 2 quarters. The position peaked at $90.8K in Q2 2025. 325 funds tracked by Wall St. Rank hold SFNC as of Q3 2025.

  • Kestra Investment Management reported no remaining Simmons First National position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 4,586 Simmons First National shares in Q3 2025, an estimated $90.8K.
  • Kestra Investment Management first reported a position in Simmons First National in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Simmons First National position peaked at $90.8K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Simmons First National as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.