Simmons Bank
Simmons Bank, the principal operating subsidiary of Simmons First National Corporation (NASDAQ: SFNC), is a regional bank headquartered in Pine Bluff, Arkansas. Founded in 1903, Simmons Bank operates over 220 branches across Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. The institution provides comprehensive financial solutions spanning personal and commercial banking, investment management, and wealth planning. It employs a client-centric approach that serves individuals, families, businesses, and institutional investors. In 2024, Simmons Bank was recognized among America's Best Regional Banks and as a top employer in the South, with an estimated workforce of over 3,200 employees.
Investment Strategy
Simmons Bank's investment strategy is focused on providing holistic financial planning and advisory services tailored to clients' individual, family, business, and institutional needs. The firm emphasizes understanding clients’ long-term objectives and risk tolerance, developing investment plans that align with their financial goals. Simmons Investment Services delivers customized portfolio management, retirement and insurance planning, and diversified asset allocation. The bank partners with entities like LPL Financial to offer objective advice, prioritizing transparency, client needs, and long-term wealth preservation over proprietary products.
Top Holdings
Equity Positions (334)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORLY | O REILLY AUTOMOTIVE INC | 9.96% | $139.7M | 1,549,880 | $105.71 | $90.13 | -$8.2M |
N NVDA | NVIDIA CORP | 3.71% | $52.0M | 329,169 | $14.88 | $157.99 | +$15.6M |
S SPY | SPDR S&P 500 (MKT) | 3.54% | $49.7M | 80,480 | $277.66 | $617.85 | +$2.9M |
M MSFT | MICROSOFT CORP | 3.47% | $48.6M | 97,739 | $99.55 | $497.41 | +$11.8M |
I IWF | ISHARES RUSSELL 1000 GROWTH | 2.42% | $34.0M | 80,080 | $117.06 | $424.58 | +$4.0M |