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Clearstead Advisors’s Simmons First National SFNC Stock Holding History

Clearstead Advisors’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 		$432 Buy
+19
New +$405 ﹤0.01% 2966
2025
Q4 		– Sell
-982
Closed -$18.8K – 3194
2025
Q3 		$18.8K Buy
982
+425
+76% +$8.48K ﹤0.01% 1664
2025
Q2 		$10.6K Buy
+557
New +$10.5K ﹤0.01% 1874

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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

Clearstead Advisors's SFNC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Simmons First National (SFNC) in Q2 2026: 19 shares worth $432. The stake represents ﹤0.01% of the portfolio and ranks #2966 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SFNC as recently as Q3 2025.

Clearstead Advisors first reported a position in SFNC in Q2 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q3 2025. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Clearstead Advisors held 19 shares of Simmons First National worth $432 as of Q2 2026.
  • Simmons First National was a new Clearstead Advisors position in Q2 2026.
  • Simmons First National made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2966 holding.
  • Clearstead Advisors first reported a position in Simmons First National in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Simmons First National position peaked at $18.8K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.