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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
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 $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

Gaddis Premier Wealth Advisors's SFNC Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors held its Simmons First National (SFNC) position steady in Q1 2026 at 10,645 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #80.

Gaddis Premier Wealth Advisors first reported a position in SFNC in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Gaddis Premier Wealth Advisors held 10,645 shares of Simmons First National worth $207K as of Q1 2026.
  • Gaddis Premier Wealth Advisors left its Simmons First National share count unchanged in Q1 2026.
  • Simmons First National made up 0.15% of Gaddis Premier Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Simmons First National in Q4 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.