R Squared’s Simmons First National SFNC Stock Holding History

R Squared’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	-12,540	Closed	-$240K	–	696
2025 Q3	$240K	Buy	+12,540	New	+$250K	0.1%	326

Other funds holding SFNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R Squared's SFNC Position: Q4 2025 in Review

R Squared sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 12,540 shares — an estimated $240K sold.

R Squared first reported a position in SFNC in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

R Squared reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
R Squared sold 12,540 Simmons First National shares in Q4 2025, an estimated $240K.
R Squared first reported a position in Simmons First National in Q3 2025 and held it in 1 quarter.
R Squared's Simmons First National position peaked at $240K in Q3 2025.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.