AssetMark Inc
SFNC icon

AssetMark Inc’s Simmons First National SFNC Stock Holding History

AssetMark Inc’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 		$610 Buy
+27
New +$624 ﹤0.01% 3353
2019
Q2 		– Sell
-4
Closed – – 1419
2019
Q1 		$0 Hold
4
– – ﹤0.01% 1495
2018
Q4 		$0 Hold
4
– – ﹤0.01% 1527
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1460
2018
Q2 		$0 Hold
4
– – ﹤0.01% 1457
2018
Q1 		$0 Sell
4
-26
-87% -$761 ﹤0.01% 1908
2017
Q4 		$1K Buy
30
+26
+650% +$747 ﹤0.01% 1702
2017
Q3 		$0 Sell
4
-22
-85% -$587 ﹤0.01% 1610
2017
Q2 		$1K Buy
26
+22
+550% +$581 ﹤0.01% 1324
2017
Q1 		$0 Hold
4
– – ﹤0.01% 1426
2016
Q4 		$0 Sell
4
-1,808
-100% -$50.9K ﹤0.01% 1378
2016
Q3 		$45K Sell
1,812
-103,468
-98% -$2.49M ﹤0.01% 641
2016
Q2 		$2.43M Buy
105,280
+6,198
+6% +$142K 0.04% 202
2016
Q1 		$2.23M Buy
99,082
+7,012
+8% +$155K 0.04% 210
2015
Q4 		$2.36M Buy
92,070
+18,220
+25% +$480K 0.04% 198
2015
Q3 		$1.77M Buy
73,850
+32,560
+79% +$746K 0.04% 195
2015
Q2 		$964K Sell
41,290
-1,800
-4% -$40K 0.02% 294
2015
Q1 		$980K Sell
43,090
-1,492
-3% -$30.4K 0.02% 277
2014
Q4 		$906K Sell
44,582
-2,240
-5% -$45.1K 0.02% 297
2014
Q3 		$902K Sell
46,822
-2,404
-5% -$47.7K 0.02% 301
2014
Q2 		$970K Buy
49,226
+18,852
+62% +$366K 0.02% 300
2014
Q1 		$566K Buy
+30,374
New +$547K 0.01% 307

Other funds holding SFNC

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AssetMark Inc's SFNC Position: Q3 2026 in Review

AssetMark Inc opened a new position in Simmons First National (SFNC) in Q3 2026: 27 shares worth $610. The stake represents ﹤0.01% of the portfolio and ranks #3353 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SFNC as recently as Q1 2019.

AssetMark Inc first reported a position in SFNC in Q1 2014 and has held it in 22 quarters since. The position peaked at $2.43M in Q2 2016. 63 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

  • AssetMark Inc held 27 shares of Simmons First National worth $610 as of Q3 2026.
  • Simmons First National was a new AssetMark Inc position in Q3 2026.
  • Simmons First National made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3353 holding.
  • AssetMark Inc first reported a position in Simmons First National in Q1 2014 and has held it in 22 quarters since.
  • AssetMark Inc's Simmons First National position peaked at $2.43M in Q2 2016.
  • 63 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.