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Briaud Financial Planning’s Simmons First National SFNC Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-4,811
Closed -$91K – 284
2025
Q2 		$91K Hold
4,811
– – 0.04% 63
2025
Q1 		$98K Hold
4,811
– – 0.04% 50
2024
Q4 		$106K Hold
4,811
– – 0.04% 46
2024
Q3 		$103K Hold
4,811
– – 0.05% 40
2024
Q2 		$84K Hold
4,811
– – 0.05% 44
2024
Q1 		$94K Buy
+4,811
New +$91.1K 0.05% 41
2023
Q4 		– Sell
-4,811
Closed -$81K – 136
2023
Q3 		$81K Buy
+4,811
New +$86.8K 0.07% 45

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Briaud Financial Planning's SFNC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Simmons First National (SFNC) in Q3 2025, closing a stake of 4,811 shares — an estimated $91K sold.

Briaud Financial Planning first reported a position in SFNC in Q3 2023 and held it in 7 quarters. The position peaked at $106K in Q4 2024. 325 funds tracked by Wall St. Rank hold SFNC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Simmons First National position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 4,811 Simmons First National shares in Q3 2025, an estimated $91K.
  • Briaud Financial Planning first reported a position in Simmons First National in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Simmons First National position peaked at $106K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Simmons First National as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.