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CarsonAllaria Wealth Management’s Simmons First National SFNC Stock Holding History

CarsonAllaria Wealth Management’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
-252
Closed -$4.78K – 288
2025
Q2 		$4.78K Hold
252
– – ﹤0.01% 287
2025
Q1 		$5.17K Hold
252
– – ﹤0.01% 289
2024
Q4 		$5.59K Hold
252
– – ﹤0.01% 282
2024
Q3 		$5.43K Buy
+252
New +$5.11K ﹤0.01% 304

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

CarsonAllaria Wealth Management's SFNC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Simmons First National (SFNC) in Q3 2025, closing a stake of 252 shares — an estimated $4.78K sold.

CarsonAllaria Wealth Management first reported a position in SFNC in Q3 2024 and held it in 4 quarters. The position peaked at $5.59K in Q4 2024. 325 funds tracked by Wall St. Rank hold SFNC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Simmons First National position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 252 Simmons First National shares in Q3 2025, an estimated $4.78K.
  • CarsonAllaria Wealth Management first reported a position in Simmons First National in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Simmons First National position peaked at $5.59K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Simmons First National as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.