Global Retirement Partners’s Simmons First National SFNC Stock Holding History

Global Retirement Partners’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 Q4	$628	Buy	33 +18	+120%	+$333	﹤0.01%	3963
2025 Q3	$290	Sell	15 -11	-42%	-$220	﹤0.01%	3710
2025 Q2	$501	Buy	+26	New	+$490	﹤0.01%	3577
2024 Q4	$575	Hold	26	–	–	﹤0.01%	3376
2024 Q3	$553	Buy	26 +1	+4%	+$20	﹤0.01%	3255
2024 Q2	$446	Hold	25	–	–	﹤0.01%	3314
2024 Q1	$488	Hold	25	–	–	﹤0.01%	3131
2023 Q4	$465	Hold	25	–	–	﹤0.01%	3096
2023 Q3	$409	Buy	25 +1	+4%	+$18	﹤0.01%	3008
2023 Q2	$419	Hold	24	–	–	﹤0.01%	2985
2023 Q1	$383	Sell	24 -114	-83%	-$2.42K	﹤0.01%	2979
2022 Q4	$2.97K	Sell	138 -36	-21%	-$818	﹤0.01%	2206
2022 Q3	$4K	Buy	174 +32	+23%	+$740	﹤0.01%	2033
2022 Q2	$3K	Buy	142 +49	+53%	+$1.19K	﹤0.01%	2103
2022 Q1	$2K	Buy	+93	New	+$2.69K	﹤0.01%	2242

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's SFNC Position: Q4 2025 in Review

Global Retirement Partners increased its Simmons First National (SFNC) stake by 120% in Q4 2025, buying an estimated $333 and bringing the position to 33 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Global Retirement Partners first reported a position in SFNC in Q1 2022 and has held it in 15 quarters since. The position peaked at $4K in Q3 2022. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

Global Retirement Partners held 33 shares of Simmons First National worth $628 as of Q4 2025.
Global Retirement Partners bought 18 Simmons First National shares in Q4 2025, an estimated $333.
Simmons First National made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3963 holding.
Global Retirement Partners first reported a position in Simmons First National in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Simmons First National position peaked at $4K in Q3 2022.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.