LPL Financial
SFNC icon

LPL Financial’s Simmons First National SFNC Stock Holding History

LPL Financial’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
Q1 		$652K Sell
33,546
-1,323
-4% -$26.4K ﹤0.01% 4535
2025
Q4 		$657K Sell
34,869
-24,036
-41% -$445K ﹤0.01% 4468
2025
Q3 		$1.13M Buy
58,905
+28,659
+95% +$572K ﹤0.01% 3881
2025
Q2 		$573K Sell
30,246
-14,791
-33% -$279K ﹤0.01% 4269
2025
Q1 		$925K Buy
45,037
+12,692
+39% +$275K ﹤0.01% 3625
2024
Q4 		$717K Buy
32,345
+4,007
+14% +$93.7K ﹤0.01% 3770
2024
Q3 		$610K Buy
28,338
+16,708
+144% +$339K ﹤0.01% 3829
2024
Q2 		$204K Sell
11,630
-538
-4% -$9.5K ﹤0.01% 4556
2024
Q1 		$237K Sell
12,168
-75,727
-86% -$1.43M ﹤0.01% 4375
2023
Q4 		$1.74M Sell
87,895
-872
-1% -$14.6K ﹤0.01% 2535
2023
Q3 		$1.51M Buy
88,767
+470
+0.5% +$8.47K ﹤0.01% 2550
2023
Q2 		$1.52M Sell
88,297
-4,215
-5% -$71K ﹤0.01% 2494
2023
Q1 		$1.62M Buy
92,512
+73,797
+394% +$1.57M ﹤0.01% 2321
2022
Q4 		$404K Buy
18,715
+87
+0.5% +$1.98K ﹤0.01% 3438
2022
Q3 		$406K Buy
18,628
+23
+0.1% +$532 ﹤0.01% 3339
2022
Q2 		$396K Buy
18,605
+51
+0.3% +$1.24K ﹤0.01% 3400
2022
Q1 		$486K Sell
18,554
-1,060
-5% -$30.6K ﹤0.01% 3227
2021
Q4 		$580K Buy
19,614
+6,685
+52% +$203K ﹤0.01% 3151
2021
Q3 		$382K Buy
12,929
+34
+0.3% +$961 ﹤0.01% 3454
2021
Q2 		$378K Sell
12,895
-2,085
-14% -$62.3K ﹤0.01% 3400
2021
Q1 		$444K Sell
14,980
-146
-1% -$4.1K ﹤0.01% 3125
2020
Q4 		$327K Buy
15,126
+2,801
+23% +$53.5K ﹤0.01% 3132
2020
Q3 		$195K Buy
+12,325
New +$206K ﹤0.01% 3219
2020
Q1 		– Sell
-10,367
Closed -$278K – 3404
2019
Q4 		$278K Buy
10,367
+2,002
+24% +$50.5K ﹤0.01% 2845
2019
Q3 		$208K Buy
+8,365
New +$205K ﹤0.01% 2963
2018
Q4 		– Sell
-7,186
Closed -$212K – 3220
2018
Q3 		$212K Sell
7,186
-1,188
-14% -$36.6K ﹤0.01% 2958
2018
Q2 		$250K Buy
8,374
+738
+10% +$22.5K ﹤0.01% 2806
2018
Q1 		$217K Buy
+7,636
New +$224K ﹤0.01% 2894

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial's SFNC Position: Q1 2026 in Review

LPL Financial reduced its Simmons First National (SFNC) stake by 3.8% in Q1 2026, selling an estimated $26.4K and leaving 33,546 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #4535.

LPL Financial first reported a position in SFNC in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.74M in Q4 2023. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • LPL Financial held 33,546 shares of Simmons First National worth $652K as of Q1 2026.
  • LPL Financial sold 1,323 Simmons First National shares in Q1 2026, an estimated $26.4K.
  • Simmons First National made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4535 holding.
  • LPL Financial first reported a position in Simmons First National in Q1 2018 and has held it in 28 quarters since.
  • LPL Financial's Simmons First National position peaked at $1.74M in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.