IFP Advisors’s Simmons First National SFNC Stock Holding History

IFP 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	$8.06K	Buy	356 +147	+70%	+$3.13K	﹤0.01%	3525
2026 Q1	$4.07K	Sell	209 -489	-70%	-$9.76K	﹤0.01%	3642
2025 Q4	$13.2K	Buy	698 +55	+9%	+$1.02K	﹤0.01%	2932
2025 Q3	$12.3K	Buy	643 +218	+51%	+$4.35K	﹤0.01%	2800
2025 Q2	$8.06K	Buy	+425	New	+$8K	﹤0.01%	3049
2025 Q1	–	Sell	-5	Closed	-$111	–	4593
2024 Q4	$111	Buy	+5	New	+$117	﹤0.01%	3996
2023 Q1	–	Sell	-810	Closed	-$40K	–	4266
2022 Q4	$40K	Buy	810 +196	+32%	+$4.45K	﹤0.01%	2398
2022 Q3	$31K	Hold	614	–	–	﹤0.01%	2749
2022 Q2	$31K	Hold	614	–	–	﹤0.01%	2513
2022 Q1	$31K	Buy	+614	New	+$17.7K	﹤0.01%	2513
2020 Q1	–	Sell	-584	Closed	-$13.3K	–	2973
2019 Q4	$16K	Hold	584	–	–	﹤0.01%	1732
2019 Q3	$15K	Buy	+584	New	+$14.3K	﹤0.01%	1892
2019 Q1	–	Sell	-584	Closed	-$14K	–	3261
2018 Q4	$14K	Hold	584	–	–	﹤0.01%	2338
2018 Q3	$17K	Hold	584	–	–	﹤0.01%	2552
2018 Q2	$17K	Buy	584 +292	+100%	+$8.91K	﹤0.01%	2583
2018 Q1	$17K	Sell	292 -292	-50%	-$8.55K	﹤0.01%	2498
2017 Q4	$17K	Buy	+584	New	+$16.8K	﹤0.01%	2534
2016 Q3	–	Sell	-34	Closed	-$1K	–	4022
2016 Q2	$1K	Buy	+34	New	+$780	﹤0.01%	3668

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

IFP Advisors's SFNC Position: Q2 2026 in Review

IFP Advisors increased its Simmons First National (SFNC) stake by 70% in Q2 2026, buying an estimated $3.13K and bringing the position to 356 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

IFP Advisors first reported a position in SFNC in Q2 2016 and has held it in 18 quarters since. The position peaked at $40K in Q4 2022. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

IFP Advisors held 356 shares of Simmons First National worth $8.06K as of Q2 2026.
IFP Advisors bought 147 Simmons First National shares in Q2 2026, an estimated $3.13K.
Simmons First National made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3525 holding.
IFP Advisors first reported a position in Simmons First National in Q2 2016 and has held it in 18 quarters since.
IFP Advisors's Simmons First National position peaked at $40K in Q4 2022.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.