Integrated Wealth Concepts’s Simmons First National SFNC Stock Holding History

Integrated Wealth Concepts’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	$87.9K	Buy	+3,882	New	+$82.8K	﹤0.01%	2919

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

Integrated Wealth Concepts's SFNC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simmons First National (SFNC) in Q2 2026: 3,882 shares worth $87.9K. The stake represents ﹤0.01% of the portfolio and ranks #2919 among its holdings.

319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Integrated Wealth Concepts held 3,882 shares of Simmons First National worth $87.9K as of Q2 2026.
Simmons First National was a new Integrated Wealth Concepts position in Q2 2026.
Simmons First National made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2919 holding.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.