Action Point Financial Planning’s Simmons First National SFNC Stock Holding History

Action Point Financial Planning’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 Q2	$1.7K	Buy	+77	New	+$1.64K	﹤0.01%	2313

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Action Point Financial Planning's SFNC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Simmons First National (SFNC) in Q2 2026: 77 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings.

317 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Action Point Financial Planning held 77 shares of Simmons First National worth $1.7K as of Q2 2026.
Simmons First National was a new Action Point Financial Planning position in Q2 2026.
Simmons First National made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2313 holding.
317 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.