UBS Group’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 | $14.7M | Sell |
647,261
-508,622
| -44% | -$10.8M | ﹤0.01% | 3011 |
|
|
2026
Q1 | $22.5M | Buy |
1,155,883
+886,742
| +329% | +$17.7M | ﹤0.01% | 2461 |
|
|
2025
Q4 | $5.07M | Buy |
269,141
+19,024
| +8% | +$352K | ﹤0.01% | 4013 |
|
|
2025
Q3 | $4.79M | Sell |
250,117
-271,464
| -52% | -$5.42M | ﹤0.01% | 4083 |
|
|
2025
Q2 | $9.89M | Buy |
521,581
+205,541
| +65% | +$3.87M | ﹤0.01% | 3090 |
|
|
2025
Q1 | $6.49M | Sell |
316,040
-176,893
| -36% | -$3.84M | ﹤0.01% | 3515 |
|
|
2024
Q4 | $10.9M | Buy |
492,933
+265,880
| +117% | +$6.22M | ﹤0.01% | 2942 |
|
|
2024
Q3 | $4.89M | Buy |
227,053
+74,890
| +49% | +$1.52M | ﹤0.01% | 3096 |
|
|
2024
Q2 | $2.68M | Buy |
152,163
+43,662
| +40% | +$771K | ﹤0.01% | 3461 |
|
|
2024
Q1 | $2.11M | Sell |
108,501
-34,038
| -24% | -$645K | ﹤0.01% | 3897 |
|
|
2023
Q4 | $2.83M | Buy |
142,539
+101,016
| +243% | +$1.69M | ﹤0.01% | 3440 |
|
|
2023
Q3 | $704K | Sell |
41,523
-15,911
| -28% | -$287K | ﹤0.01% | 4384 |
|
|
2023
Q2 | $991K | Sell |
57,434
-8,929
| -13% | -$150K | ﹤0.01% | 4248 |
|
|
2023
Q1 | $1.16M | Buy |
66,363
+11,401
| +21% | +$242K | ﹤0.01% | 3977 |
|
|
2022
Q4 | $1.19M | Buy |
54,962
+2,587
| +5% | +$58.8K | ﹤0.01% | 3908 |
|
|
2022
Q3 | $1.14M | Buy |
52,375
+46,629
| +812% | +$1.08M | ﹤0.01% | 3645 |
|
|
2022
Q2 | $122K | Sell |
5,746
-8,367
| -59% | -$203K | ﹤0.01% | 5275 |
|
|
2022
Q1 | $371K | Sell |
14,113
-66,360
| -82% | -$1.92M | ﹤0.01% | 4908 |
|
|
2021
Q4 | $2.38M | Buy |
80,473
+36,626
| +84% | +$1.11M | ﹤0.01% | 3569 |
|
|
2021
Q3 | $1.3M | Sell |
43,847
-78,906
| -64% | -$2.23M | ﹤0.01% | 3959 |
|
|
2021
Q2 | $3.6M | Buy |
122,753
+58,230
| +90% | +$1.74M | ﹤0.01% | 3017 |
|
|
2021
Q1 | $1.92M | Sell |
64,523
-55,613
| -46% | -$1.56M | ﹤0.01% | 3603 |
|
|
2020
Q4 | $2.59M | Buy |
120,136
+35,318
| +42% | +$674K | ﹤0.01% | 3140 |
|
|
2020
Q3 | $1.34M | Buy |
84,818
+52,144
| +160% | +$872K | ﹤0.01% | 3421 |
|
|
2020
Q2 | $559K | Sell |
32,674
-31,685
| -49% | -$543K | ﹤0.01% | 4041 |
|
|
2020
Q1 | $1.18M | Sell |
64,359
-12,916
| -17% | -$293K | ﹤0.01% | 3213 |
|
|
2019
Q4 | $2.07M | Sell |
77,275
-12,609
| -14% | -$318K | ﹤0.01% | 3517 |
|
|
2019
Q3 | $2.24M | Buy |
89,884
+52,632
| +141% | +$1.29M | ﹤0.01% | 3183 |
|
|
2019
Q2 | $866K | Buy |
37,252
+28,305
| +316% | +$689K | ﹤0.01% | 3864 |
|
|
2019
Q1 | $219K | Sell |
8,947
-43,281
| -83% | -$1.11M | ﹤0.01% | 4549 |
|
|
2018
Q4 | $1.26M | Buy |
52,228
+7,557
| +17% | +$203K | ﹤0.01% | 3468 |
|
|
2018
Q3 | $1.32M | Buy |
44,671
+24,843
| +125% | +$764K | ﹤0.01% | 3590 |
|
|
2018
Q2 | $593K | Sell |
19,828
-6,991
| -26% | -$213K | ﹤0.01% | 4191 |
|
|
2018
Q1 | $763K | Buy |
26,819
+22,247
| +487% | +$651K | ﹤0.01% | 3922 |
|
|
2017
Q4 | $130K | Sell |
4,572
-1,022
| -18% | -$29.4K | ﹤0.01% | 5196 |
|
|
2017
Q3 | $162K | Buy |
5,594
+5,496
| +5,608% | +$147K | ﹤0.01% | 4998 |
|
|
2017
Q2 | $3K | Sell |
98
-1,372
| -93% | -$36.3K | ﹤0.01% | 7303 |
|
|
2017
Q1 | $41K | Sell |
1,470
-7,278
| -83% | -$214K | ﹤0.01% | 5667 |
|
|
2016
Q4 | $272K | Buy |
8,748
+7,776
| +800% | +$219K | ﹤0.01% | 4563 |
|
|
2016
Q3 | $24K | Buy |
972
+234
| +32% | +$5.62K | ﹤0.01% | 6156 |
|
|
2016
Q2 | $17K | Sell |
738
-4,386
| -86% | -$101K | ﹤0.01% | 6421 |
|
|
2016
Q1 | $116K | Sell |
5,124
-3,442
| -40% | -$76K | ﹤0.01% | 4865 |
|
|
2015
Q4 | $220K | Buy |
8,566
+3,740
| +77% | +$98.5K | ﹤0.01% | 4593 |
|
|
2015
Q3 | $116K | Buy |
4,826
+420
| +10% | +$9.62K | ﹤0.01% | 5103 |
|
|
2015
Q2 | $102K | Buy |
4,406
+3,806
| +634% | +$84.6K | ﹤0.01% | 5391 |
|
|
2015
Q1 | $14K | Sell |
600
-1,732
| -74% | -$35.2K | ﹤0.01% | 7356 |
|
|
2014
Q4 | $47K | Buy |
+2,332
| New | +$46.9K | ﹤0.01% | 6557 |
|
Other funds holding SFNC
WHG
UBS Group's SFNC Position: Q2 2026 in Review
UBS Group reduced its Simmons First National (SFNC) stake by 44% in Q2 2026, selling an estimated $10.8M and leaving 647,261 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3011.
UBS Group first reported a position in SFNC in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.5M in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.
- UBS Group held 647,261 shares of Simmons First National worth $14.7M as of Q2 2026.
- UBS Group sold 508,622 Simmons First National shares in Q2 2026, an estimated $10.8M.
- Simmons First National made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3011 holding.
- UBS Group first reported a position in Simmons First National in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Simmons First National position peaked at $22.5M in Q1 2026.
- 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.