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Sowell Financial Services’s Simmons First National SFNC Stock Holding History

Sowell Financial Services’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
-12,074
Closed -$228K – 1180
2025
Q4 		$228K Sell
12,074
-4,395
-27% -$81.4K 0.01% 953
2025
Q3 		$316K Buy
16,469
+108
+0.7% +$2.16K 0.01% 791
2025
Q2 		$310K Buy
16,361
+1,623
+11% +$30.6K 0.01% 769
2025
Q1 		$303K Buy
14,738
+1,056
+8% +$22.9K 0.01% 760
2024
Q4 		$303K Buy
+13,682
New +$320K 0.02% 469
2024
Q1 		– Sell
-15,344
Closed -$307K – 582
2023
Q4 		$307K Sell
15,344
-187
-1% -$3.13K 0.02% 495
2023
Q3 		$267K Buy
15,531
+54
+0.3% +$974 0.02% 476
2023
Q2 		$270K Buy
15,477
+4,111
+36% +$69.2K 0.02% 522
2023
Q1 		$199K Sell
11,366
-3,017
-21% -$64K 0.02% 692
2022
Q4 		$313K Buy
14,383
+3,847
+37% +$87.4K 0.02% 478
2022
Q3 		$232K Buy
10,536
+41
+0.4% +$948 0.02% 390
2022
Q2 		$225K Buy
+10,495
New +$255K 0.02% 272
2021
Q2 		– Sell
-11,498
Closed -$346K – 2333
2021
Q1 		$346K Buy
11,498
+636
+6% +$17.9K 0.01% 779
2020
Q4 		$235K Buy
10,862
+63
+0.6% +$1.2K 0.01% 786
2020
Q3 		$171K Buy
10,799
+3,645
+51% +$61K 0.01% 785
2020
Q2 		$122K Buy
7,154
+21
+0.3% +$360 0.01% 905
2020
Q1 		$131K Buy
7,133
+14
+0.2% +$318 0.01% 769
2019
Q4 		$191K Buy
7,119
+15
+0.2% +$379 0.01% 729
2019
Q3 		$177K Buy
+7,104
New +$174K 0.01% 681

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 $3.37T AUM 44.26% 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

Sowell Financial Services's SFNC Position: Q1 2026 in Review

Sowell Financial Services sold out of Simmons First National (SFNC) in Q1 2026, closing a stake of 12,074 shares — an estimated $228K sold.

Sowell Financial Services first reported a position in SFNC in Q3 2019 and held it in 19 quarters. The position peaked at $346K in Q1 2021. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Sowell Financial Services reported no remaining Simmons First National position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 12,074 Simmons First National shares in Q1 2026, an estimated $228K.
  • Sowell Financial Services first reported a position in Simmons First National in Q3 2019 and held it in 19 quarters.
  • Sowell Financial Services's Simmons First National position peaked at $346K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.