Simmons First National Corporation
US ˙ NasdaqGS ˙ US8287302009

SecuritySFNC / Simmons First National Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership6,245,676 shares
Ownership 4.30%
Dimensional Fund Advisors Lp ownership in SFNC / Simmons First National Corporation

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,245,676 shares of Simmons First National Corporation (US:SFNC). This represents 4.3 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 6,566,353 shares, indicating a decrease of -4.88 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-04-09 2026-04-09 13G/A 6,566,353 6,245,676 -4.88 4.30 -17.31
2024-02-09 2024-02-09 13G/A 7,004,119 6,566,353 -6.25 5.20 -5.45
2023-02-10 2023-02-10 13G/A 6,251,275 7,004,119 12.04 5.50 1.85
2022-02-08 2022-02-08 13G/A 6,230,600 6,251,275 0.33 5.40 -5.26
2021-02-16 2021-02-16 13G/A 5,871,729 6,230,600 6.11 5.70 10.68
2021-02-16 2021-02-16 13G/A 6,230,600 6,230,600 0.00 5.70 0.00
2020-02-12 2020-02-12 13G/A 5,353,621 5,871,729 9.68 5.15 -11.21
2019-02-08 2019-02-08 13G/A 2,337,215 5,353,621 129.06 5.80 14.17
2018-02-09 2018-02-09 13G 2,337,215 5.08

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-07 2026-03-31 13F SIMMONS FIRST NATL CL A $1 PAR 828730200 6,245,676 -1,114,796 -15.15 121,474 -12.45 0.0054
2026-02-12 2025-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,360,472 -270,063 -3.54 138,746 -5.15 0.0291
2025-11-12 2025-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,630,535 169,768 2.28 146,279 3.41 0.0314
2025-08-12 2025-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,460,767 -116,962 -1.54 141,457 -9.07 0.0328
2025-05-13 2025-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,577,729 -38,870 -0.51 155,568 -7.91 0.0387
2025-02-13 2024-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,616,599 51,468 0.68 168,938 3.67 0.0406
2024-11-07 2024-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,565,131 241,197 3.29 162,949 26.56 0.0395
2024-08-09 2024-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,323,934 413,459 5.98 128,752 -4.26 0.0336
2024-05-10 2024-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,910,475 344,125 5.24 134,478 3.22 0.0364
2024-02-07 2023-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,566,350 -72,051 -1.09 130,280 15.72 0.0380
2023-11-09 2023-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,638,401 -263,398 -3.82 112,585 -5.44 0.0369
2023-08-09 2023-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,901,799 -537,163 -7.22 119,059 -8.49 0.0379
2023-05-12 2023-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,438,962 434,843 6.21 130,107 86,062.91 0.0438
2023-02-09 2022-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 7,004,119 384,802 5.81 151 -99.90 0.0447
2022-11-10 2022-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,619,317 84,232 1.29 144,236 3.81 0.0554
2022-08-12 2022-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 6,535,085 173,581 2.73 138,936 -16.71 0.0498
2022-05-13 2022-03-31 13F SIMMONS 1ST NATL CLA 828730200 6,361,504 110,654 1.77 166,802 -9.79 0.0514
2022-02-09 2021-12-31 13F SIMMONS 1ST NATL CLA 828730200 6,250,850 -136,691 -2.14 184,901 -2.07 0.0559
2021-11-12 2021-09-30 13F SIMMONS 1ST NATL CLA 828730200 6,387,541 64,397 1.02 188,817 1.78 0.0608
2021-08-12 2021-06-30 13F SIMMONS 1ST NATL CLA 828730200 6,323,144 63,741 1.02 185,521 -0.31 0.0587
2021-05-14 2021-03-31 13F SIMMONS 1ST NATL CLA 828730200 6,259,403 28,803 0.46 186,094 38.34 0.0616
2021-03-08 2020-12-31 13F/A-2 SIMMONS 1ST NATL CLA 828730200 6,230,600 28,372 0.46 134,517 36.80 0.0486
2021-02-11 2020-12-31 13F SIMMONS 1ST NATL CLA 828730200 6,230,600 28,372 134,517 48,580.3904
2020-11-12 2020-09-30 13F SIMMONS 1ST NATL CLA 828730200 6,202,228 45,291 0.74 98,334 -6.65 0.0417
2020-08-13 2020-06-30 13F SIMMONS 1ST NATL CLA 828730200 6,156,937 255,597 4.33 105,339 -2.99 0.0463
2020-05-14 2020-03-31 13F SIMMONS 1ST NATL CLA 828730200 5,901,340 29,611 0.50 108,589 -30.97 0.0566
2020-02-14 2019-12-31 13F SIMMONS 1ST NATL CLA 828730200 5,871,729 23,310 0.40 157,304 8.02 0.0573
2019-11-12 2019-09-30 13F SIMMONS 1ST NATL CLA 828730200 5,848,419 51,045 0.88 145,628 8.00 0.0566
2019-08-13 2019-06-30 13F SIMMONS 1ST NATL CLA 828730200 5,797,374 222,295 3.99 134,845 -1.20 0.0524
2019-08-12 2019-03-31 13F/A-2 SIMMONS 1ST NATL CLA 828730200 5,575,079 221,458 4.14 136,479 5.65 0.0544
2019-05-10 2019-03-31 13F SIMMONS 1ST NATL CLA 828730200 5,575,079 221,458 136,479
2019-02-26 2018-12-31 13F/A-1 SIMMONS 1ST NATL CLA 828730200 5,353,621 227,228 4.43 129,183 -14.43 0.0585
2019-02-13 2018-12-31 13F SIMMONS 1ST NATL CLA 828730200 5,353,621 227,228 129,183
2018-11-13 2018-09-30 13F SIMMONS 1ST NATL CLA 828730200 5,126,393 59,353 1.17 150,972 -0.35 0.0575
2018-08-10 2018-06-30 13F SIMMONS 1ST NATL CLA 828730200 5,067,040 228,737 4.73 151,507 10.07 0.0604
2018-05-11 2018-03-31 13F SIMMONS 1ST NATL CLA 828730200 4,838,303 2,501,088 107.01 137,650 3.14 0.0574
2018-02-12 2017-12-31 13F SIMMONS 1ST NATL CLA 828730200 2,337,215 723,942 44.87 133,458 42.87 0.0553
2017-11-13 2017-09-30 13F SIMMONS 1ST NATL CLA 828730200 1,613,273 151,194 10.34 93,409 20.77 0.0408
2017-08-11 2017-06-30 13F SIMMONS 1ST NATL CLA 828730200 1,462,079 155,118 11.87 77,346 7.31 0.0357
2017-05-12 2017-03-31 13F SIMMONS 1ST NATL CLA 828730200 1,306,961 93,502 7.71 72,080 -4.42 0.0344
2017-02-09 2016-12-31 13F SIMMONS 1ST NATL CLA 828730200 1,213,459 49,924 4.29 75,417 29.90 0.0377
2016-11-10 2016-09-30 13F SIMMONS 1ST NATL CLA 828730200 1,163,535 45,173 4.04 58,059 12.41 0.0314
2016-08-09 2016-06-30 13F SIMMONS 1ST NATL CLA 828730200 1,118,362 61,071 5.78 51,650 8.39 0.0297
2016-05-13 2016-03-31 13F SIMMONS 1ST NATL CLA 828730200 1,057,291 81,111 8.31 47,652 -4.96 0.0285
2016-02-10 2015-12-31 13F SIMMONS 1ST NATL CLA 828730200 976,180 115,232 13.38 50,138 21.50 0.0313
2015-11-13 2015-09-30 13F SIMMONS 1ST NATL CLA 828730200 860,948 83,197 10.70 41,265 13.66 0.0271
2015-08-14 2015-06-30 13F SIMMONS 1ST NATL CLA 828730200 777,751 17,165 2.26 36,306 4.98 0.0222
2015-05-14 2015-03-31 13F SIMMONS 1ST NATL CLA 828730200 760,586 2,302 0.30 34,584 12.20 0.0218
2015-02-06 2014-12-31 13F SIMMONS 1ST NATL CLA 828730200 758,284 5,693 0.76 30,824 6.33 0.0202
2014-11-13 2014-09-30 13F SIMMONS 1ST NATL CLA 828730200 752,591 16,054 2.18 28,990 -0.08 0.0205
2014-08-08 2014-06-30 13F SIMMONS 1ST NATL CLA 828730200 736,537 12,148 1.68 29,012 7.46 0.0202
2014-05-14 2014-03-31 13F SIMMONS 1ST NATL CLA 828730200 724,389 3,328 0.46 26,998 0.79 0.0202
2014-02-12 2013-12-31 13F SIMMONS 1ST NATL CLA 828730200 721,061 13,318 1.88 26,787 21.74 0.0209
2013-11-13 2013-09-30 13F SIMMONS 1ST NATL CLA 828730200 707,743 -12 -0.00 22,004 19.17 0.0190
2013-08-15 2013-06-30 13F SIMMONS 1ST NATL CLA 828730200 707,755 707,755 18,465 0.0174
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.