Simmons First National Corporation
US ˙ NasdaqGS ˙ US8287302009

SecuritySFNC / Simmons First National Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership69,328 shares
Latest Disclosed Value $ 1,348,426
Mercer Global Advisors Inc /adv reports 20.28% increase in ownership of SFNC / Simmons First National Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 69,328 shares of Simmons First National Corporation (US:SFNC) valued at $1,348,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 57,641 shares of Simmons First National Corporation. This represents a change in shares of 20.28% during the quarter. The current value of the position is $1,496,098 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)
2026-05-15 2026-03-31 13F SIMMONS FIRST NATL CL A $1 PAR 828730200 69,328 11,687 20.28 1,348 24.13 0.0020
2026-02-17 2025-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 57,641 -2,176 -3.64 1,087 -5.24 0.0017
2025-11-14 2025-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 59,817 10,426 21.11 1,147 22.44 0.0019
2025-08-14 2025-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 49,391 839 1.73 936 -6.02 0.0019
2025-05-15 2025-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 48,552 -179,689 -78.73 997 -80.32 0.0023
2025-02-14 2024-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 228,241 -779 -0.34 5,062 4.18 0.0124
2024-11-14 2024-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 229,020 191 0.08 4,860 20.81 0.0114
2024-08-12 2024-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 228,829 -571 -0.25 4,023 100,450.00 0.0110
2024-05-15 2024-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 229,400 -225 -0.10 4 0.00 0.0127
2024-02-15 2023-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 229,625 1,466 0.64 5 33.33 0.0137
2023-11-15 2023-09-30 13F/A-1 SIMMONS 1ST NATL CL A $1 PAR 828730200 228,159 -238 -0.10 4 0.00 0.0147
2023-11-14 2023-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 228,159 -238 4 0.0147
2023-08-14 2023-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 228,397 -3,090 -1.33 4 -25.00 0.0156
2023-05-16 2023-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 231,487 2,850 1.25 4 0.00 0.0185
2023-02-09 2022-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 228,637 -409 -0.18 5 -99.92 0.0247
2022-11-15 2022-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 229,046 200,247 695.33 4,991 715.52 0.0296
2022-08-10 2022-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 28,799 -354 -1.21 612 -19.90 0.0037
2022-05-10 2022-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 29,153 613 2.15 764 -9.48 0.0045
2022-02-04 2021-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 28,540 10,096 54.74 844 54.86 0.0052
2021-11-10 2021-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,444 255 1.40 545 2.06 0.0038
2021-08-10 2021-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,189 45 0.25 534 -0.74 0.0041
2021-08-10 2021-03-31 13F/A-1 SIMMONS 1ST NATL CL A $1 PAR 828730200 18,144 283 1.58 538 39.38 0.0049
2021-05-11 2021-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 18,144 283 538 0.0052
2021-02-12 2020-12-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,861 9 0.05 386 36.40 0.0048
2020-12-10 2020-09-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,852 343 1.96 283 -5.67 0.0043
2020-08-10 2020-06-30 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,509 -184 -1.04 300 -7.98 0.0054
2020-05-18 2020-03-31 13F SIMMONS 1ST NATL CL A $1 PAR 828730200 17,693 1,139 6.88 326 -26.41 0.0072
2020-02-13 2019-12-31 13F SIMMONS 1ST NATL CORP CL A $1 PAR COM 828730200 16,554 119 0.72 443 8.31 0.0088
2019-11-12 2019-09-30 13F SIMMONS 1ST NATL CORP CL A $1 PAR COM 828730200 16,435 20 0.12 409 7.07 0.0096
2019-08-14 2019-06-30 13F SIMMONS 1ST NATL CORP CL A $1 PAR COM 828730200 16,415 -145 -0.88 382 -5.68 0.0101
2019-04-23 2019-03-31 13F/A-1 SIMMONS 1ST NATL CORP CL A $1 PAR COM 828730200 16,560 16,560 405 0.0146
2019-04-12 2019-03-31 13F SIMMONS 1ST NATL CORP CL COM 828730200 17,873 431 0.0230
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.