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Private Wealth Management Group’s Simmons First National SFNC Stock Holding History

Private Wealth Management Group’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 		– Sell
-46
Closed -$868 – 1539
2025
Q4 		$868 Hold
46
– – ﹤0.01% 1298
2025
Q3 		$882 Hold
46
– – ﹤0.01% 1313
2025
Q2 		$873 Hold
46
– – ﹤0.01% 1314
2025
Q1 		$945 Hold
46
– – ﹤0.01% 1280
2024
Q4 		$1.02K Hold
46
– – ﹤0.01% 1298
2024
Q3 		$991 Hold
46
– – ﹤0.01% 1285
2024
Q2 		$809 Hold
46
– – ﹤0.01% 1333
2024
Q1 		$896 Hold
46
– – ﹤0.01% 1295
2023
Q4 		$913 Buy
+46
New +$770 ﹤0.01% 1318

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Wealth Management Group's SFNC Position: Q1 2026 in Review

Private Wealth Management Group sold out of Simmons First National (SFNC) in Q1 2026, closing a stake of 46 shares — an estimated $868 sold.

Private Wealth Management Group first reported a position in SFNC in Q4 2023 and held it in 9 quarters. The position peaked at $1.02K in Q4 2024. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Private Wealth Management Group reported no remaining Simmons First National position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 46 Simmons First National shares in Q1 2026, an estimated $868.
  • Private Wealth Management Group first reported a position in Simmons First National in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Simmons First National position peaked at $1.02K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.