Financial Consulate
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Financial Consulate’s Simmons First National SFNC Stock Holding History

Financial Consulate’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
Q3 		$249 Buy
+11
New +$254 ﹤0.01% 1630
2026
Q1 		– Sell
-22
Closed -$415 – 1479
2025
Q4 		$415 Hold
22
– – ﹤0.01% 1237
2025
Q3 		$422 Buy
+22
New +$439 ﹤0.01% 1087

Other funds holding SFNC

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Financial Consulate's SFNC Position: Q3 2026 in Review

Financial Consulate opened a new position in Simmons First National (SFNC) in Q3 2026: 11 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Financial Consulate previously reported a position in SFNC as recently as Q4 2025.

Financial Consulate first reported a position in SFNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $422 in Q3 2025. 59 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

  • Financial Consulate held 11 shares of Simmons First National worth $249 as of Q3 2026.
  • Simmons First National was a new Financial Consulate position in Q3 2026.
  • Simmons First National made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1630 holding.
  • Financial Consulate first reported a position in Simmons First National in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Simmons First National position peaked at $422 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.