Steward Partners Investment Advisory’s Simmons First National SFNC Stock Holding History

Steward Partners Investment Advisory’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	$79.4K	Hold	4,084	–	–	﹤0.01%	2511
2025 Q4	$77K	Hold	4,084	–	–	﹤0.01%	2442
2025 Q3	$78.3K	Hold	4,084	–	–	﹤0.01%	2376
2025 Q2	$77.4K	Hold	4,084	–	–	﹤0.01%	2253
2025 Q1	$83.8K	Hold	4,084	–	–	﹤0.01%	2113
2024 Q4	$90.6K	Hold	4,084	–	–	﹤0.01%	2032
2024 Q3	$88K	Buy	+4,084	New	+$82.9K	﹤0.01%	1942
2021 Q2	–	Sell	-258	Closed	-$7.66K	–	7365
2021 Q1	$7.66K	Hold	258	–	–	﹤0.01%	2883
2020 Q4	$6K	Hold	258	–	–	﹤0.01%	2476
2020 Q3	$4K	Hold	258	–	–	﹤0.01%	2448
2020 Q2	$4K	Buy	+258	New	+$4.42K	﹤0.01%	2339

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Steward Partners Investment Advisory's SFNC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Simmons First National (SFNC) position steady in Q1 2026 at 4,084 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Steward Partners Investment Advisory first reported a position in SFNC in Q2 2020 and has held it in 11 quarters since. The position peaked at $90.6K in Q4 2024. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

Steward Partners Investment Advisory held 4,084 shares of Simmons First National worth $79.4K as of Q1 2026.
Steward Partners Investment Advisory left its Simmons First National share count unchanged in Q1 2026.
Simmons First National made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2511 holding.
Steward Partners Investment Advisory first reported a position in Simmons First National in Q2 2020 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Simmons First National position peaked at $90.6K in Q4 2024.
313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.