SGI
SFNC icon

Summit Global Investments’s Simmons First National SFNC Stock Holding History

Summit Global Investments’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
-39,318
Closed -$754K – 534
2025
Q3 		$754K Buy
+39,318
New +$785K 0.04% 241

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's SFNC Position: Q4 2025 in Review

Summit Global Investments sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 39,318 shares — an estimated $754K sold.

Summit Global Investments first reported a position in SFNC in Q3 2025 and held it in 1 quarter. The position peaked at $754K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Summit Global Investments reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 39,318 Simmons First National shares in Q4 2025, an estimated $754K.
  • Summit Global Investments first reported a position in Simmons First National in Q3 2025 and held it in 1 quarter.
  • Summit Global Investments's Simmons First National position peaked at $754K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.