Wellington Management Group
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Wellington Management Group’s Simmons First National SFNC Stock Holding History

Wellington Management Group’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 		$123M Sell
6,346,518
-467,958
-7% -$9.34M 0.02% 493
2025
Q4 		$128M Buy
6,814,476
+70,486
+1% +$1.31M 0.02% 494
2025
Q3 		$129M Buy
+6,743,990
New +$135M 0.02% 494
2022
Q2 		– Sell
-1,367,163
Closed -$35.8M – 2181
2022
Q1 		$35.8M Sell
1,367,163
-1,677,870
-55% -$48.4M 0.01% 858
2021
Q4 		$90.1M Sell
3,045,033
-54,668
-2% -$1.66M 0.01% 660
2021
Q3 		$91.6M Sell
3,099,701
-58,804
-2% -$1.66M 0.02% 647
2021
Q2 		$92.7M Buy
3,158,505
+1,626,562
+106% +$48.6M 0.02% 655
2021
Q1 		$45.5M Buy
+1,531,943
New +$43.1M 0.01% 825
2020
Q3 		– Sell
-13,808
Closed -$236K – 1981
2020
Q2 		$236K Buy
+13,808
New +$237K ﹤0.01% 1784
2015
Q1 		– Sell
-65,424
Closed -$1.33M – 2229
2014
Q4 		$1.33M Sell
65,424
-146,954
-69% -$2.96M ﹤0.01% 1793
2014
Q3 		$4.09M Sell
212,378
-47,698
-18% -$946K ﹤0.01% 1491
2014
Q2 		$5.12M Buy
+260,076
New +$5.05M ﹤0.01% 1443

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group's SFNC Position: Q1 2026 in Review

Wellington Management Group reduced its Simmons First National (SFNC) stake by 6.9% in Q1 2026, selling an estimated $9.34M and leaving 6,346,518 shares worth $123M. The position accounts for 0.02% of the portfolio, ranked #493.

Wellington Management Group first reported a position in SFNC in Q2 2014 and has held it in 12 quarters since. The position peaked at $129M in Q3 2025. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Wellington Management Group held 6,346,518 shares of Simmons First National worth $123M as of Q1 2026.
  • Wellington Management Group sold 467,958 Simmons First National shares in Q1 2026, an estimated $9.34M.
  • Simmons First National made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #493 holding.
  • Wellington Management Group first reported a position in Simmons First National in Q2 2014 and has held it in 12 quarters since.
  • Wellington Management Group's Simmons First National position peaked at $129M in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.