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Naviter Wealth’s Simmons First National SFNC Stock Holding History

Naviter Wealth’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 		$776K Hold
39,461
– – 0.1% 173
2025
Q4 		$752K Buy
39,461
+27,803
+238% +$515K 0.1% 173
2025
Q3 		$226K Hold
11,658
– – 0.03% 248
2025
Q2 		$224K Sell
11,658
-5,000
-30% -$94.2K 0.03% 254
2025
Q1 		$345K Hold
16,658
– – 0.04% 220
2024
Q4 		$373K Buy
16,658
+3,250
+24% +$76K 0.05% 223
2024
Q3 		$292K Buy
+13,408
New +$272K 0.04% 208
2023
Q1 		– Sell
-10,114
Closed -$211K – 216
2022
Q4 		$211K Buy
+10,114
New +$230K 0.06% 183

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

Naviter Wealth's SFNC Position: Q1 2026 in Review

Naviter Wealth held its Simmons First National (SFNC) position steady in Q1 2026 at 39,461 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #173.

Naviter Wealth first reported a position in SFNC in Q4 2022 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Naviter Wealth held 39,461 shares of Simmons First National worth $776K as of Q1 2026.
  • Naviter Wealth left its Simmons First National share count unchanged in Q1 2026.
  • Simmons First National made up 0.1% of Naviter Wealth's portfolio in Q1 2026, its #173 holding.
  • Naviter Wealth first reported a position in Simmons First National in Q4 2022 and has held it in 8 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.