PS
SFNC icon

Principal Securities’s Simmons First National SFNC Stock Holding History

Principal Securities’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
-265
Closed -$5.08K – 3148
2025
Q3 		$5.08K Sell
265
-18
-6% -$359 ﹤0.01% 2961
2025
Q2 		$5.37K Sell
283
-30
-10% -$565 ﹤0.01% 2840
2025
Q1 		$6.94K Hold
313
– – ﹤0.01% 2664
2024
Q4 		$6.94K Buy
313
+32
+11% +$749 ﹤0.01% 2661
2024
Q3 		$6.05K Buy
281
+20
+8% +$406 ﹤0.01% 2612
2024
Q2 		$4.59K Sell
261
-31
-11% -$547 ﹤0.01% 2668
2024
Q1 		$5.68K Buy
292
+62
+27% +$1.17K ﹤0.01% 2555
2023
Q4 		$4.56K Buy
+230
New +$3.85K ﹤0.01% 2561

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

Principal Securities's SFNC Position: Q4 2025 in Review

Principal Securities sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 265 shares — an estimated $5.08K sold.

Principal Securities first reported a position in SFNC in Q4 2023 and held it in 8 quarters. The position peaked at $6.94K in Q1 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Principal Securities reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 265 Simmons First National shares in Q4 2025, an estimated $5.08K.
  • Principal Securities first reported a position in Simmons First National in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Simmons First National position peaked at $6.94K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.