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 Q2	$267K	Sell	11,658 -27,803	-70%	-$593K	0.02%	271
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Naviter Wealth's SFNC Position: Q2 2026 in Review

Naviter Wealth reduced its Simmons First National (SFNC) stake by 70% in Q2 2026, selling an estimated $593K and leaving 11,658 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #271.

Naviter Wealth first reported a position in SFNC in Q4 2022 and has held it in 9 quarters since. The position peaked at $776K in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Naviter Wealth held 11,658 shares of Simmons First National worth $267K as of Q2 2026.
Naviter Wealth sold 27,803 Simmons First National shares in Q2 2026, an estimated $593K.
Simmons First National made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #271 holding.
Naviter Wealth first reported a position in Simmons First National in Q4 2022 and has held it in 9 quarters since.
Naviter Wealth's Simmons First National position peaked at $776K in Q1 2026.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.