Hennion & Walsh Asset Management’s Simmons First National SFNC Stock Holding History

Hennion & Walsh Asset 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 Q4	–	Sell	-13,361	Closed	-$256K	–	988
2025 Q3	$256K	Sell	13,361 -315	-2%	-$6.29K	0.01%	876
2025 Q2	$259K	Sell	13,676 -4,789	-26%	-$90.2K	0.01%	853
2025 Q1	$379K	Sell	18,465 -192	-1%	-$4.17K	0.02%	712
2024 Q4	$414K	Sell	18,657 -203	-1%	-$4.75K	0.02%	672
2024 Q3	$406K	Sell	18,860 -583	-3%	-$11.8K	0.02%	669
2024 Q2	$342K	Buy	19,443 +7,770	+67%	+$137K	0.02%	696
2024 Q1	$227K	Buy	+11,673	New	+$221K	0.01%	768

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

Hennion & Walsh Asset Management's SFNC Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 13,361 shares — an estimated $256K sold.

Hennion & Walsh Asset Management first reported a position in SFNC in Q1 2024 and held it in 7 quarters. The position peaked at $414K in Q4 2024. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

Hennion & Walsh Asset Management reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
Hennion & Walsh Asset Management sold 13,361 Simmons First National shares in Q4 2025, an estimated $256K.
Hennion & Walsh Asset Management first reported a position in Simmons First National in Q1 2024 and held it in 7 quarters.
Hennion & Walsh Asset Management's Simmons First National position peaked at $414K in Q4 2024.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.