Avion Wealth’s Simmons First National SFNC Stock Holding History

Avion Wealth’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	$7K	Hold	345	–	–	﹤0.01%	713
2026 Q1	$6K	Hold	345	–	–	﹤0.01%	625
2025 Q4	$6K	Hold	345	–	–	﹤0.01%	634
2025 Q3	$6K	Hold	345	–	–	﹤0.01%	627
2025 Q2	$6K	Hold	345	–	–	﹤0.01%	598
2025 Q1	$7K	Hold	345	–	–	﹤0.01%	475
2024 Q4	$7K	Hold	345	–	–	﹤0.01%	474
2024 Q3	$7K	Hold	345	–	–	﹤0.01%	459
2024 Q2	$6K	Hold	345	–	–	﹤0.01%	442
2024 Q1	$7K	Hold	345	–	–	﹤0.01%	399
2023 Q4	$7K	Hold	345	–	–	﹤0.01%	341
2023 Q3	$5K	Hold	345	–	–	﹤0.01%	369
2023 Q2	$5K	Hold	345	–	–	﹤0.01%	363
2023 Q1	$7K	Hold	345	–	–	﹤0.01%	292
2022 Q4	$7K	Hold	345	–	–	﹤0.01%	293
2022 Q3	$8K	Hold	345	–	–	﹤0.01%	289
2022 Q2	$7K	Buy	+345	New	+$8.38K	﹤0.01%	296

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

Avion Wealth's SFNC Position: Q2 2026 in Review

Avion Wealth held its Simmons First National (SFNC) position steady in Q2 2026 at 345 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Avion Wealth first reported a position in SFNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $8K in Q3 2022. 320 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Avion Wealth held 345 shares of Simmons First National worth $7K as of Q2 2026.
Avion Wealth left its Simmons First National share count unchanged in Q2 2026.
Simmons First National made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #713 holding.
Avion Wealth first reported a position in Simmons First National in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's Simmons First National position peaked at $8K in Q3 2022.
320 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.