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Gaddis Premier Wealth Advisors’s Simmons First National SFNC Stock Holding History

Gaddis Premier 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 		– Sell
-10,645
Closed -$207K – 103
2026
Q1 		$207K Hold
10,645
– – 0.15% 80
2025
Q4 		$201K Buy
+10,645
New +$197K 0.15% 80

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 $3.38T AUM 44.17% 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

Gaddis Premier Wealth Advisors's SFNC Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors sold out of Simmons First National (SFNC) in Q2 2026, closing a stake of 10,645 shares — an estimated $207K sold.

Gaddis Premier Wealth Advisors first reported a position in SFNC in Q4 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Gaddis Premier Wealth Advisors reported no remaining Simmons First National position as of Q2 2026 after selling out during the quarter.
  • Gaddis Premier Wealth Advisors sold 10,645 Simmons First National shares in Q2 2026, an estimated $207K.
  • Gaddis Premier Wealth Advisors first reported a position in Simmons First National in Q4 2025 and held it in 2 quarters.
  • Gaddis Premier Wealth Advisors's Simmons First National position peaked at $207K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.