Superior Planning, LLC’s Simmons First National SFNC Stock Holding History

Superior Planning, LLC’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
2026 Q3	$7.61K	Buy	+337	New	+$7.79K	﹤0.01%	1035

Other funds holding SFNC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.88B AUM 25.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's SFNC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simmons First National (SFNC) in Q3 2026: 337 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

214 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

Superior Planning, LLC held 337 shares of Simmons First National worth $7.61K as of Q3 2026.
Simmons First National was a new Superior Planning, LLC position in Q3 2026.
Simmons First National made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1035 holding.
214 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.