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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
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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

Westwood Holdings Group's SFNC Position: Q1 2026 in Review

Westwood Holdings Group reduced its Simmons First National (SFNC) stake by 4.6% in Q1 2026, selling an estimated $3.41M and leaving 3,508,831 shares worth $68.2M. The position accounts for 0.5% of the portfolio, ranked #62.

Westwood Holdings Group first reported a position in SFNC in Q4 2020 and has held it in 16 quarters since. The position peaked at $83.7M in Q4 2021. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Westwood Holdings Group held 3,508,831 shares of Simmons First National worth $68.2M as of Q1 2026.
  • Westwood Holdings Group sold 171,043 Simmons First National shares in Q1 2026, an estimated $3.41M.
  • Simmons First National made up 0.5% of Westwood Holdings Group's portfolio in Q1 2026, its #62 holding.
  • Westwood Holdings Group first reported a position in Simmons First National in Q4 2020 and has held it in 16 quarters since.
  • Westwood Holdings Group's Simmons First National position peaked at $83.7M in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

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