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Atala Financial’s Simmons First National SFNC Stock Holding History

Atala Financial’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
Q2 		– Sell
-298
Closed -$6.12K – 388
2025
Q1 		$6.12K Hold
298
– – ﹤0.01% 388
2024
Q4 		$6.61K Buy
+298
New +$6.97K ﹤0.01% 386

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Atala Financial's SFNC Position: Q2 2025 in Review

Atala Financial sold out of Simmons First National (SFNC) in Q2 2025, closing a stake of 298 shares — an estimated $6.12K sold.

Atala Financial first reported a position in SFNC in Q4 2024 and held it in 2 quarters. The position peaked at $6.61K in Q4 2024. 291 funds tracked by Wall St. Rank hold SFNC as of Q2 2025.

  • Atala Financial reported no remaining Simmons First National position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 298 Simmons First National shares in Q2 2025, an estimated $6.12K.
  • Atala Financial first reported a position in Simmons First National in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Simmons First National position peaked at $6.61K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Simmons First National as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.