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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $124B AUM 33.93% 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. 312 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.
312 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.