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Occudo Quantitative Strategies’s Simmons First National SFNC Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-35,216
Closed -$675K – 887
2025
Q3 		$675K Sell
35,216
-27,642
-44% -$552K 0.08% 332
2025
Q2 		$1.19M Buy
62,858
+37,454
+147% +$705K 0.13% 199
2025
Q1 		$520K Buy
25,404
+6,271
+33% +$136K 0.07% 357
2024
Q4 		$424K Buy
+19,133
New +$448K 0.08% 351
2022
Q4 		– Sell
-13,844
Closed -$302K – 1325
2022
Q3 		$302K Sell
13,844
-104,643
-88% -$2.42M 0.02% 843
2022
Q2 		$2.52M Buy
118,487
+71,491
+152% +$1.74M 0.21% 133
2022
Q1 		$1.23M Buy
+46,996
New +$1.36M 0.1% 318

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's SFNC Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 35,216 shares — an estimated $675K sold.

Occudo Quantitative Strategies first reported a position in SFNC in Q1 2022 and held it in 7 quarters. The position peaked at $2.52M in Q2 2022. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 35,216 Simmons First National shares in Q4 2025, an estimated $675K.
  • Occudo Quantitative Strategies first reported a position in Simmons First National in Q1 2022 and held it in 7 quarters.
  • Occudo Quantitative Strategies's Simmons First National position peaked at $2.52M in Q2 2022.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.