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GeoWealth Management’s Simmons First National SFNC Stock Holding History

GeoWealth Management’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
-23
Closed -$510 – 1691
2024
Q4 		$510 Hold
23
– – ﹤0.01% 1730
2024
Q3 		$495 Buy
+23
New +$467 ﹤0.01% 1631

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

GeoWealth Management's SFNC Position: Q1 2025 in Review

GeoWealth Management sold out of Simmons First National (SFNC) in Q1 2025, closing a stake of 23 shares — an estimated $510 sold.

GeoWealth Management first reported a position in SFNC in Q3 2024 and held it in 2 quarters. The position peaked at $510 in Q4 2024. 274 funds tracked by Wall St. Rank hold SFNC as of Q1 2025.

  • GeoWealth Management reported no remaining Simmons First National position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 23 Simmons First National shares in Q1 2025, an estimated $510.
  • GeoWealth Management first reported a position in Simmons First National in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Simmons First National position peaked at $510 in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Simmons First National as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.