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Annis Gardner Whiting Capital Advisors’s Simmons First National SFNC Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-88
Closed -$1.69K – 1334
2025
Q3 		$1.69K Hold
88
– – ﹤0.01% 906
2025
Q2 		$1.67K Buy
+88
New +$1.66K ﹤0.01% 985

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SFNC Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 88 shares — an estimated $1.69K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SFNC in Q2 2025 and held it in 2 quarters. The position peaked at $1.69K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 88 Simmons First National shares in Q4 2025, an estimated $1.69K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Simmons First National in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Simmons First National position peaked at $1.69K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.