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 Q2	$149M	Buy	6,591,542 +245,024	+4%	+$5.23M	0.03%	449
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group's SFNC Position: Q2 2026 in Review

Wellington Management Group increased its Simmons First National (SFNC) stake by 3.9% in Q2 2026, buying an estimated $5.23M and bringing the position to 6,591,542 shares worth $149M. The position accounts for 0.03% of the portfolio, ranked #449.

Wellington Management Group first reported a position in SFNC in Q2 2014 and has held it in 13 quarters since. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Wellington Management Group held 6,591,542 shares of Simmons First National worth $149M as of Q2 2026.
Wellington Management Group bought 245,024 Simmons First National shares in Q2 2026, an estimated $5.23M.
Simmons First National made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #449 holding.
Wellington Management Group first reported a position in Simmons First National in Q2 2014 and has held it in 13 quarters since.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.