Avantax Advisory Services’s Simmons First National SFNC Stock Holding History

Avantax Advisory Services’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	$299K	Sell	15,761 -195	-1%	-$3.67K	﹤0.01%	1908
2025 Q1	$328K	Buy	15,956 +329	+2%	+$7.14K	﹤0.01%	1772
2024 Q4	$347K	Sell	15,627 -6,275	-29%	-$147K	﹤0.01%	1689
2024 Q3	$472K	Buy	21,902 +265	+1%	+$5.38K	﹤0.01%	1447
2024 Q2	$380K	Buy	21,637 +246	+1%	+$4.34K	﹤0.01%	1545
2024 Q1	$416K	Buy	+21,391	New	+$405K	﹤0.01%	1137
2019 Q4	–	Sell	-17,840	Closed	-$444K	–	845
2019 Q3	$444K	Buy	17,840 +1,276	+8%	+$31.2K	0.02%	346
2019 Q2	$385K	Buy	+16,564	New	+$403K	0.02%	344

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avantax Advisory Services's SFNC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Simmons First National (SFNC) stake by 1.2% in Q2 2025, selling an estimated $3.67K and leaving 15,761 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Avantax Advisory Services first reported a position in SFNC in Q2 2019 and has held it in 8 quarters since. The position peaked at $472K in Q3 2024. 291 funds tracked by Wall St. Rank hold SFNC as of Q2 2025.

Avantax Advisory Services held 15,761 shares of Simmons First National worth $299K as of Q2 2025.
Avantax Advisory Services sold 195 Simmons First National shares in Q2 2025, an estimated $3.67K.
Simmons First National made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1908 holding.
Avantax Advisory Services first reported a position in Simmons First National in Q2 2019 and has held it in 8 quarters since.
Avantax Advisory Services's Simmons First National position peaked at $472K in Q3 2024.
291 funds tracked by Wall St. Rank held Simmons First National as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.