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Westwood Holdings Group’s Simmons First National SFNC Stock Holding History

Westwood Holdings 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 		$69.8M Sell
3,082,648
-426,183
-12% -$9.09M 0.53% 50
2026
Q1 		$68.2M Sell
3,508,831
-171,043
-5% -$3.41M 0.5% 62
2025
Q4 		$69.4M Buy
3,679,874
+126,418
+4% +$2.34M 0.56% 60
2025
Q3 		$68.1M Sell
3,553,456
-183,758
-5% -$3.67M 0.49% 85
2025
Q2 		$70.9M Buy
3,737,214
+254,067
+7% +$4.78M 0.51% 78
2025
Q1 		$71.5M Buy
3,483,147
+1,899,407
+120% +$41.2M 0.54% 77
2024
Q4 		$35.1M Sell
1,583,740
-13,452
-0.8% -$315K 0.27% 121
2024
Q3 		$34.4M Sell
1,597,192
-80,732
-5% -$1.64M 0.15% 160
2024
Q2 		$29.5M Buy
1,677,924
+59,495
+4% +$1.05M 0.14% 173
2024
Q1 		$31.5M Buy
+1,618,429
New +$30.6M 0.25% 139
2022
Q3 		– Sell
-589,275
Closed -$12.5M – 472
2022
Q2 		$12.5M Sell
589,275
-2,245,355
-79% -$54.5M 0.14% 168
2022
Q1 		$74.3M Buy
2,834,630
+4,391
+0.2% +$127K 0.69% 52
2021
Q4 		$83.7M Buy
2,830,239
+615,775
+28% +$18.7M 0.75% 39
2021
Q3 		$65.5M Sell
2,214,464
-65,979
-3% -$1.86M 0.71% 43
2021
Q2 		$66.9M Buy
2,280,443
+238,602
+12% +$7.13M 0.68% 52
2021
Q1 		$60.6M Buy
2,041,841
+1,237,036
+154% +$34.8M 0.61% 58
2020
Q4 		$17.4M Buy
+804,805
New +$15.4M 0.2% 147

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westwood Holdings Group's SFNC Position: Q2 2026 in Review

Westwood Holdings Group reduced its Simmons First National (SFNC) stake by 12% in Q2 2026, selling an estimated $9.09M and leaving 3,082,648 shares worth $69.8M. The position accounts for 0.53% of the portfolio, ranked #50.

Westwood Holdings Group first reported a position in SFNC in Q4 2020 and has held it in 17 quarters since. The position peaked at $83.7M in Q4 2021. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Westwood Holdings Group held 3,082,648 shares of Simmons First National worth $69.8M as of Q2 2026.
  • Westwood Holdings Group sold 426,183 Simmons First National shares in Q2 2026, an estimated $9.09M.
  • Simmons First National made up 0.53% of Westwood Holdings Group's portfolio in Q2 2026, its #50 holding.
  • Westwood Holdings Group first reported a position in Simmons First National in Q4 2020 and has held it in 17 quarters since.
  • Westwood Holdings Group's Simmons First National position peaked at $83.7M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

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