Simmons First National Corporation
US ˙ NasdaqGS ˙ US8287302009

SecuritySFNC / Simmons First National Corporation
InstitutionCreative Planning
Latest Disclosed Ownership49,482 shares
Latest Disclosed Value $ 962,419
Creative Planning reports 86.34% increase in ownership of SFNC / Simmons First National Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 49,482 shares of Simmons First National Corporation (US:SFNC) valued at $962,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,554 shares of Simmons First National Corporation. This represents a change in shares of 86.34% during the quarter. The current value of the position is $1,065,842 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SIMMONS FIRST NATL CL A $1 PAR 828730200 49,482 22,928 86.34 962 92.40 0.0006
2026-02-17 2025-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 26,554 -5,880 -18.13 501 -19.48 0.0004
2025-11-14 2025-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 32,434 32,434 622 0.0005
2023-11-16 2023-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 0 -12,315 -100.00 0 -100.00
2023-07-21 2023-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,315 -2,111 -14.63 212 -15.87 0.0003
2023-05-15 2023-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 14,426 105 0.73 252 -18.45 0.0004
2023-02-10 2022-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 14,321 17 0.12 309 -0.96 0.0005
2022-11-03 2022-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 14,304 2,066 16.88 312 20.00 0.0005
2022-08-15 2022-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,238 15 0.12 260 -18.75 0.0004
2022-05-16 2022-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,223 123 1.02 320 -10.61 0.0005
2022-02-11 2021-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,100 -35,905 -74.79 358 -74.77 0.0006
2021-11-10 2021-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 48,005 -35,842 -42.75 1,419 -42.32 0.0025
2021-08-04 2021-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 83,847 67,465 411.82 2,460 406.17 0.0044
2021-04-30 2021-03-31 13F CreativePlanning CL A $1 PAR 828730200 16,382 -55,247 -77.13 486 -68.56 0.0010
2021-01-29 2020-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 71,629 -14,217 -16.56 1,546 13.59 0.0034
2020-11-05 2020-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 85,846 56,341 190.95 1,361 169.50 0.0036
2020-07-23 2020-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 29,505 10,011 51.35 505 40.67 0.0015
2020-05-05 2020-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 19,494 6 0.03 359 -31.23 0.0013
2020-01-30 2019-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 19,488 10 0.05 522 7.63 0.0016
2019-11-01 2019-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 19,478 -372 -1.87 485 4.98 0.0016
2019-07-26 2019-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 19,850 1,377 7.45 462 2.21 0.0016
2019-04-24 2019-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,473 9 0.05 452 1.35 0.0016
2019-02-12 2018-12-31 13F/A-1 SIMMONS 1ST NATL CL A $1 PAR 828730200 18,464 -195 -1.05 446 -18.91 0.0018
2019-02-01 2018-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,464 -195 446
2018-10-25 2018-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,659 8 0.04 550 -1.43 0.0020
2018-07-20 2018-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,651 -7,744 -29.34 558 -25.70 0.0022
2018-04-18 2018-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 26,395 13,326 101.97 751 0.67 0.0031
2018-01-17 2017-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 13,069 15 0.11 746 -1.32 0.0032
2017-10-17 2017-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 13,054 102 0.79 756 10.36 0.0035
2017-07-12 2017-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,952 0 0.00 685 -4.06 0.0035
2017-04-07 2017-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,952 0 0.00 714 -11.30 0.0039
2017-01-09 2016-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 12,952 -7,215 -35.78 805 -19.98 0.0049
2016-10-12 2016-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 20,167 2,215 12.34 1,006 21.35 0.0064
2016-07-12 2016-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,952 0 0.00 829 2.47 0.0060
2016-04-08 2016-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,952 0 0.00 809 -12.26 0.0063
2016-01-11 2015-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,952 -2,000 -10.02 922 -3.56 0.0076
2015-10-09 2015-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 19,952 19,952 956 0.0084
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.