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Fortitude Family Office’s Simmons First National SFNC Stock Holding History

Fortitude Family Office’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 		$2.42K Buy
107
+8
+8% +$185 ﹤0.01% 1927
2026
Q2 		$2.24K Buy
99
+8
+9% +$171 ﹤0.01% 1443
2026
Q1 		$1.77K Buy
91
+63
+225% +$1.26K ﹤0.01% 1324
2025
Q4 		$528 Sell
28
-11
-28% -$204 ﹤0.01% 1691
2025
Q3 		$748 Hold
39
– – ﹤0.01% 1642
2025
Q2 		$739 Buy
+39
New +$735 ﹤0.01% 1640

Other funds holding SFNC

Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 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
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Fortitude Family Office's SFNC Position: Q3 2026 in Review

Fortitude Family Office increased its Simmons First National (SFNC) stake by 8.1% in Q3 2026, buying an estimated $185 and bringing the position to 107 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Fortitude Family Office first reported a position in SFNC in Q2 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

  • Fortitude Family Office held 107 shares of Simmons First National worth $2.42K as of Q3 2026.
  • Fortitude Family Office bought 8 Simmons First National shares in Q3 2026, an estimated $185.
  • Simmons First National made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1927 holding.
  • Fortitude Family Office first reported a position in Simmons First National in Q2 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.