Curio Wealth’s Simmons First National SFNC Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$39	–	948
2026 Q1	$39	Buy	+2	New	+$40	﹤0.01%	1166

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Curio Wealth's SFNC Position: Q2 2026 in Review

Curio Wealth sold out of Simmons First National (SFNC) in Q2 2026, closing a stake of 2 shares — an estimated $39 sold.

Curio Wealth first reported a position in SFNC in Q1 2026 and held it in 1 quarter. The position peaked at $39 in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Curio Wealth reported no remaining Simmons First National position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Simmons First National shares in Q2 2026, an estimated $39.
Curio Wealth first reported a position in Simmons First National in Q1 2026 and held it in 1 quarter.
Curio Wealth's Simmons First National position peaked at $39 in Q1 2026.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.