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EverSource Wealth Advisors’s Simmons First National SFNC Stock Holding History

EverSource Wealth 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 		$27.8K Sell
1,227
-1,112
-48% -$23.7K ﹤0.01% 2198
2026
Q1 		$45.5K Buy
2,339
+566
+32% +$11.3K ﹤0.01% 1963
2025
Q4 		$33.4K Sell
1,773
-144
-8% -$2.67K ﹤0.01% 2028
2025
Q3 		$36.7K Buy
1,917
+254
+15% +$5.07K ﹤0.01% 1926
2025
Q2 		$31.5K Buy
1,663
+1,104
+197% +$20.8K ﹤0.01% 1943
2025
Q1 		$11.5K Buy
559
+100
+22% +$2.17K ﹤0.01% 2032
2024
Q4 		$10.2K Sell
459
-31
-6% -$725 ﹤0.01% 1985
2024
Q3 		$10.6K Buy
490
+124
+34% +$2.52K ﹤0.01% 1833
2024
Q2 		$7.88K Buy
366
+317
+647% +$5.6K ﹤0.01% 1997
2024
Q1 		$837 Hold
49
– – ﹤0.01% 2629
2023
Q4 		$972 Sell
49
-902
-95% -$15.1K ﹤0.01% 2408
2023
Q3 		$16.1K Sell
951
-203
-18% -$3.66K ﹤0.01% 1210
2023
Q2 		$19.9K Buy
1,154
+1,045
+959% +$17.6K ﹤0.01% 1155
2023
Q1 		$1.91K Buy
109
+12
+12% +$255 ﹤0.01% 1943
2022
Q4 		$2.09K Sell
97
-716
-88% -$16.3K ﹤0.01% 1901
2022
Q3 		$18K Buy
813
+167
+26% +$3.86K ﹤0.01% 939
2022
Q2 		$14K Sell
646
-149
-19% -$3.62K ﹤0.01% 942
2022
Q1 		$21K Hold
795
– – 0.01% 686
2021
Q4 		$24K Buy
+795
New +$24.1K 0.01% 616

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

EverSource Wealth Advisors's SFNC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Simmons First National (SFNC) stake by 48% in Q2 2026, selling an estimated $23.7K and leaving 1,227 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

EverSource Wealth Advisors first reported a position in SFNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.5K in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • EverSource Wealth Advisors held 1,227 shares of Simmons First National worth $27.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,112 Simmons First National shares in Q2 2026, an estimated $23.7K.
  • Simmons First National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2198 holding.
  • EverSource Wealth Advisors first reported a position in Simmons First National in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Simmons First National position peaked at $45.5K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.