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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Consulate's SFNC Position: Q1 2026 in Review

Financial Consulate sold out of Simmons First National (SFNC) in Q1 2026, closing a stake of 22 shares — an estimated $415 sold.

Financial Consulate first reported a position in SFNC in Q3 2025 and held it in 2 quarters. The position peaked at $422 in Q3 2025. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Financial Consulate reported no remaining Simmons First National position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 22 Simmons First National shares in Q1 2026, an estimated $415.
  • Financial Consulate first reported a position in Simmons First National in Q3 2025 and held it in 2 quarters.
  • Financial Consulate's Simmons First National position peaked at $422 in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.