SummitTX Capital’s Simmons First National SFNC Stock Holding History

SummitTX Capital’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	-14,549	Closed	-$279K	–	938
2025 Q3	$279K	Buy	+14,549	New	+$290K	0.01%	647

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

SummitTX Capital's SFNC Position: Q4 2025 in Review

SummitTX Capital sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 14,549 shares — an estimated $279K sold.

SummitTX Capital first reported a position in SFNC in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

SummitTX Capital reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 14,549 Simmons First National shares in Q4 2025, an estimated $279K.
SummitTX Capital first reported a position in Simmons First National in Q3 2025 and held it in 1 quarter.
SummitTX Capital's Simmons First National position peaked at $279K in Q3 2025.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.