CT
SFNC icon

Clearstead Trust’s Simmons First National SFNC Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-46
Closed -$882 – 1451
2025
Q3 		$882 Hold
46
– – ﹤0.01% 1242
2025
Q2 		$873 Buy
+46
New +$866 ﹤0.01% 1206

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Trust's SFNC Position: Q4 2025 in Review

Clearstead Trust sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 46 shares — an estimated $882 sold.

Clearstead Trust first reported a position in SFNC in Q2 2025 and held it in 2 quarters. The position peaked at $882 in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Clearstead Trust reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 46 Simmons First National shares in Q4 2025, an estimated $882.
  • Clearstead Trust first reported a position in Simmons First National in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Simmons First National position peaked at $882 in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.