49 Wealth Management’s Simmons First National SFNC Stock Holding History

49 Wealth Management’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
2025 Q4	–	Sell	-23,865	Closed	-$457K	–	219
2025 Q3	$457K	Buy	23,865 +264	+1%	+$5.27K	0.04%	101
2025 Q2	$447K	Buy	23,601 +247	+1%	+$4.65K	0.05%	92
2025 Q1	$479K	Buy	23,354 +216	+0.9%	+$4.69K	0.06%	98
2024 Q4	$513K	Buy	23,138 +37	+0.2%	+$866	0.07%	82
2024 Q3	$498K	Buy	+23,101	New	+$469K	0.08%	83

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

49 Wealth Management's SFNC Position: Q4 2025 in Review

49 Wealth Management sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 23,865 shares — an estimated $457K sold.

49 Wealth Management first reported a position in SFNC in Q3 2024 and held it in 5 quarters. The position peaked at $513K in Q4 2024. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

49 Wealth Management reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 23,865 Simmons First National shares in Q4 2025, an estimated $457K.
49 Wealth Management first reported a position in Simmons First National in Q3 2024 and held it in 5 quarters.
49 Wealth Management's Simmons First National position peaked at $513K in Q4 2024.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.