Forvis Mazars Wealth Advisors’s Simmons First National SFNC Stock Holding History

Forvis Mazars 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
2025 Q1	–	Sell	-213,570	Closed	-$4.74M	–	419
2024 Q4	$4.74M	Sell	213,570 -2,000	-0.9%	-$46.8K	0.11%	92
2024 Q3	$4.64M	Buy	+215,570	New	+$4.37M	0.11%	96
2023 Q3	–	Sell	-229,320	Closed	-$3.96M	–	405
2023 Q2	$3.96M	Hold	229,320	–	–	0.12%	113
2023 Q1	$4.01M	Buy	+229,320	New	+$4.87M	0.13%	97
2022 Q4	–	Sell	-233,320	Closed	-$5.08M	–	398
2022 Q3	$5.08M	Buy	+233,320	New	+$5.39M	0.21%	73

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SFNC Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 213,570 shares — an estimated $4.74M sold.

Forvis Mazars Wealth Advisors first reported a position in SFNC in Q3 2022 and held it in 5 quarters. The position peaked at $5.08M in Q3 2022. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 213,570 Simmons First National shares in Q1 2025, an estimated $4.74M.
Forvis Mazars Wealth Advisors first reported a position in Simmons First National in Q3 2022 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Simmons First National position peaked at $5.08M in Q3 2022.
274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.