Creative Planning’s Simmons First National SFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $962K | Buy |
49,482
+22,928
| +86% | +$458K | ﹤0.01% | 2497 |
|
|
2025
Q4 | $501K | Sell |
26,554
-5,880
| -18% | -$109K | ﹤0.01% | 2844 |
|
|
2025
Q3 | $622K | Buy |
+32,434
| New | +$647K | ﹤0.01% | 2541 |
|
|
2023
Q3 | – | Sell |
-12,315
| Closed | -$212K | – | 3019 |
|
|
2023
Q2 | $212K | Sell |
12,315
-2,111
| -15% | -$35.5K | ﹤0.01% | 2169 |
|
|
2023
Q1 | $252K | Buy |
14,426
+105
| +0.7% | +$2.23K | ﹤0.01% | 1947 |
|
|
2022
Q4 | $309K | Buy |
14,321
+17
| +0.1% | +$386 | ﹤0.01% | 1710 |
|
|
2022
Q3 | $312K | Buy |
14,304
+2,066
| +17% | +$47.8K | ﹤0.01% | 1626 |
|
|
2022
Q2 | $260K | Buy |
12,238
+15
| +0.1% | +$364 | ﹤0.01% | 1711 |
|
|
2022
Q1 | $320K | Buy |
12,223
+123
| +1% | +$3.55K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $358K | Sell |
12,100
-35,905
| -75% | -$1.09M | ﹤0.01% | 1504 |
|
|
2021
Q3 | $1.42M | Sell |
48,005
-35,842
| -43% | -$1.01M | ﹤0.01% | 792 |
|
|
2021
Q2 | $2.46M | Buy |
83,847
+67,465
| +412% | +$2.01M | ﹤0.01% | 603 |
|
|
2021
Q1 | $486K | Sell |
16,382
-55,247
| -77% | -$1.55M | ﹤0.01% | 1464 |
|
|
2020
Q4 | $1.55M | Sell |
71,629
-14,217
| -17% | -$271K | ﹤0.01% | 765 |
|
|
2020
Q3 | $1.36M | Buy |
85,846
+56,341
| +191% | +$942K | ﹤0.01% | 694 |
|
|
2020
Q2 | $505K | Buy |
29,505
+10,011
| +51% | +$172K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $359K | Buy |
19,494
+6
| +0% | +$136 | ﹤0.01% | 1103 |
|
|
2019
Q4 | $522K | Buy |
19,488
+10
| +0.1% | +$252 | ﹤0.01% | 1086 |
|
|
2019
Q3 | $485K | Sell |
19,478
-372
| -2% | -$9.11K | ﹤0.01% | 1078 |
|
|
2019
Q2 | $462K | Buy |
19,850
+1,377
| +7% | +$33.5K | ﹤0.01% | 1127 |
|
|
2019
Q1 | $452K | Buy |
18,473
+9
| +0% | +$231 | ﹤0.01% | 1093 |
|
|
2018
Q4 | $446K | Sell |
18,464
-195
| -1% | -$5.25K | ﹤0.01% | 1018 |
|
|
2018
Q3 | $550K | Buy |
18,659
+8
| +0% | +$246 | ﹤0.01% | 1028 |
|
|
2018
Q2 | $558K | Sell |
18,651
-7,744
| -29% | -$236K | ﹤0.01% | 1014 |
|
|
2018
Q1 | $751K | Buy |
26,395
+257
| +1% | +$7.52K | ﹤0.01% | 879 |
|
|
2017
Q4 | $746K | Buy |
26,138
+30
| +0.1% | +$862 | ﹤0.01% | 862 |
|
|
2017
Q3 | $756K | Buy |
26,108
+204
| +0.8% | +$5.44K | ﹤0.01% | 840 |
|
|
2017
Q2 | $685K | Hold |
25,904
| – | – | ﹤0.01% | 860 |
|
|
2017
Q1 | $714K | Hold |
25,904
| – | – | ﹤0.01% | 806 |
|
|
2016
Q4 | $805K | Sell |
25,904
-14,430
| -36% | -$406K | ﹤0.01% | 709 |
|
|
2016
Q3 | $1.01M | Buy |
40,334
+4,430
| +12% | +$106K | 0.01% | 585 |
|
|
2016
Q2 | $829K | Hold |
35,904
| – | – | 0.01% | 572 |
|
|
2016
Q1 | $809K | Hold |
35,904
| – | – | 0.01% | 566 |
|
|
2015
Q4 | $922K | Sell |
35,904
-4,000
| -10% | -$105K | 0.01% | 527 |
|
|
2015
Q3 | $956K | Buy |
+39,904
| New | +$914K | 0.01% | 490 |
|
Other funds holding SFNC
VPM
VCM
WHG
Creative Planning's SFNC Position: Q1 2026 in Review
Creative Planning increased its Simmons First National (SFNC) stake by 86% in Q1 2026, buying an estimated $458K and bringing the position to 49,482 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.
Creative Planning first reported a position in SFNC in Q3 2015 and has held it in 35 quarters since. The position peaked at $2.46M in Q2 2021. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.
- Creative Planning held 49,482 shares of Simmons First National worth $962K as of Q1 2026.
- Creative Planning bought 22,928 Simmons First National shares in Q1 2026, an estimated $458K.
- Simmons First National made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2497 holding.
- Creative Planning first reported a position in Simmons First National in Q3 2015 and has held it in 35 quarters since.
- Creative Planning's Simmons First National position peaked at $2.46M in Q2 2021.
- 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.