UBS AM’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.41M | Sell |
238,760
-5,876
| -2% | -$125K | ﹤0.01% | 1568 |
|
|
2026
Q1 | $4.76M | Buy |
244,636
+7,510
| +3% | +$150K | ﹤0.01% | 1574 |
|
|
2025
Q4 | $4.47M | Buy |
237,126
+16,991
| +8% | +$315K | ﹤0.01% | 1515 |
|
|
2025
Q3 | $4.22M | Sell |
220,135
-136,240
| -38% | -$2.72M | ﹤0.01% | 1450 |
|
|
2025
Q2 | $6.76M | Buy |
356,375
+99,339
| +39% | +$1.87M | ﹤0.01% | 1552 |
|
|
2025
Q1 | $5.28M | Buy |
257,036
+21,889
| +9% | +$475K | ﹤0.01% | 1546 |
|
|
2024
Q4 | $5.22M | Buy |
235,147
+52,089
| +28% | +$1.22M | ﹤0.01% | 1584 |
|
|
2024
Q3 | $3.94M | Sell |
183,058
-28,161
| -13% | -$572K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $3.71M | Buy |
211,219
+93,931
| +80% | +$1.66M | ﹤0.01% | 1660 |
|
|
2024
Q1 | $2.28M | Hold |
117,288
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q4 | $2.33M | Buy |
117,288
+4,535
| +4% | +$75.9K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $1.91M | Hold |
112,753
| – | – | ﹤0.01% | 1649 |
|
|
2023
Q2 | $1.97M | Hold |
112,753
| – | – | ﹤0.01% | 1650 |
|
|
2023
Q1 | $1.97M | Buy |
112,753
+8,190
| +8% | +$174K | ﹤0.01% | 1650 |
|
|
2022
Q4 | $2.26M | Sell |
104,563
-2,646
| -2% | -$60.1K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $2.34M | Sell |
107,209
-18,402
| -15% | -$425K | ﹤0.01% | 1520 |
|
|
2022
Q2 | $2.67M | Buy |
125,611
+14,819
| +13% | +$360K | ﹤0.01% | 1492 |
|
|
2022
Q1 | $2.9M | Buy |
110,792
+1,978
| +2% | +$57.1K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $3.22M | Sell |
108,814
-6,622
| -6% | -$201K | ﹤0.01% | 1631 |
|
|
2021
Q3 | $3.41M | Buy |
115,436
+7,066
| +7% | +$200K | ﹤0.01% | 1550 |
|
|
2021
Q2 | $3.18M | Buy |
108,370
+11,231
| +12% | +$335K | ﹤0.01% | 1627 |
|
|
2021
Q1 | $2.88M | Sell |
97,139
-1,768
| -2% | -$49.7K | ﹤0.01% | 1602 |
|
|
2020
Q4 | $2.14M | Sell |
98,907
-3,953
| -4% | -$75.5K | ﹤0.01% | 1653 |
|
|
2020
Q3 | $1.63M | Sell |
102,860
-5,731
| -5% | -$95.9K | ﹤0.01% | 1637 |
|
|
2020
Q2 | $1.86M | Sell |
108,591
-4,757
| -4% | -$81.5K | ﹤0.01% | 1548 |
|
|
2020
Q1 | $2.09M | Buy |
113,348
+15,335
| +16% | +$348K | ﹤0.01% | 1389 |
|
|
2019
Q4 | $2.63M | Buy |
98,013
+3,610
| +4% | +$91.1K | ﹤0.01% | 1479 |
|
|
2019
Q3 | $2.35M | Buy |
94,403
+9,023
| +11% | +$221K | ﹤0.01% | 1535 |
|
|
2019
Q2 | $1.99M | Buy |
85,380
+14,851
| +21% | +$361K | ﹤0.01% | 1595 |
|
|
2019
Q1 | $1.73M | Buy |
70,529
+9,558
| +16% | +$245K | ﹤0.01% | 1592 |
|
|
2018
Q4 | $1.47M | Buy |
60,971
+7,171
| +13% | +$193K | ﹤0.01% | 1564 |
|
|
2018
Q3 | $1.58M | Buy |
53,800
+4,204
| +8% | +$129K | ﹤0.01% | 1600 |
|
|
2018
Q2 | $1.48M | Sell |
49,596
-1,400
| -3% | -$42.7K | ﹤0.01% | 1641 |
|
|
2018
Q1 | $1.45M | Buy |
50,996
+2,160
| +4% | +$63.2K | ﹤0.01% | 1619 |
|
|
2017
Q4 | $1.39M | Buy |
48,836
+13,296
| +37% | +$382K | ﹤0.01% | 1596 |
|
|
2017
Q3 | $1.03M | Buy |
35,540
+4,594
| +15% | +$122K | ﹤0.01% | 1695 |
|
|
2017
Q2 | $819K | Buy |
30,946
+2,044
| +7% | +$54K | ﹤0.01% | 1737 |
|
|
2017
Q1 | $797K | Buy |
28,902
+11,100
| +62% | +$327K | ﹤0.01% | 1720 |
|
|
2016
Q4 | $553K | Sell |
17,802
-12,906
| -42% | -$363K | ﹤0.01% | 1790 |
|
|
2016
Q3 | $767K | Buy |
30,708
+8,078
| +36% | +$194K | ﹤0.01% | 1784 |
|
|
2016
Q2 | $523K | Hold |
22,630
| – | – | ﹤0.01% | 1933 |
|
|
2016
Q1 | $510K | Sell |
22,630
-9,278
| -29% | -$205K | ﹤0.01% | 1908 |
|
|
2015
Q4 | $819K | Sell |
31,908
-1,884
| -6% | -$49.6K | ﹤0.01% | 1820 |
|
|
2015
Q3 | $810K | Buy |
33,792
+20,192
| +148% | +$463K | ﹤0.01% | 1808 |
|
|
2015
Q2 | $317K | Buy |
13,600
+3,800
| +39% | +$84.4K | ﹤0.01% | 2333 |
|
|
2015
Q1 | $223K | Buy |
+9,800
| New | +$199K | ﹤0.01% | 2433 |
|
Other funds holding SFNC
WHG
UBS AM's SFNC Position: Q2 2026 in Review
UBS AM reduced its Simmons First National (SFNC) stake by 2.4% in Q2 2026, selling an estimated $125K and leaving 238,760 shares worth $5.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.
UBS AM first reported a position in SFNC in Q1 2015 and has held it in 46 quarters since. The position peaked at $6.76M in Q2 2025. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.
- UBS AM held 238,760 shares of Simmons First National worth $5.41M as of Q2 2026.
- UBS AM sold 5,876 Simmons First National shares in Q2 2026, an estimated $125K.
- Simmons First National made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1568 holding.
- UBS AM first reported a position in Simmons First National in Q1 2015 and has held it in 46 quarters since.
- UBS AM's Simmons First National position peaked at $6.76M in Q2 2025.
- 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.