LGT Financial Advisors’s Simmons First National SFNC Stock Holding History

LGT Financial 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	$134K	Hold	5,896	–	–	0.71%	27
2026 Q1	$115K	Hold	5,896	–	–	0.59%	29
2025 Q4	$111K	Hold	5,896	–	–	0.68%	30
2025 Q3	$113K	Hold	5,896	–	–	0.24%	78
2025 Q2	$112K	Hold	5,896	–	–	0.28%	64
2025 Q1	$121K	Hold	5,896	–	–	0.37%	57
2024 Q4	$131K	Hold	5,896	–	–	0.29%	68
2024 Q3	$127K	Hold	5,896	–	–	0.31%	56
2024 Q2	$104K	Hold	5,896	–	–	0.22%	81
2024 Q1	$115K	Hold	5,896	–	–	0.13%	164
2023 Q4	$117K	Hold	5,896	–	–	0.14%	153
2023 Q3	$100K	Buy	+5,896	New	+$106K	0.13%	155

Other funds holding SFNC

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

JCM

Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

LGT Financial Advisors's SFNC Position: Q2 2026 in Review

LGT Financial Advisors held its Simmons First National (SFNC) position steady in Q2 2026 at 5,896 shares worth $134K. The position accounts for 0.71% of the portfolio, ranked #27.

LGT Financial Advisors first reported a position in SFNC in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

LGT Financial Advisors held 5,896 shares of Simmons First National worth $134K as of Q2 2026.
LGT Financial Advisors left its Simmons First National share count unchanged in Q2 2026.
Simmons First National made up 0.71% of LGT Financial Advisors's portfolio in Q2 2026, its #27 holding.
LGT Financial Advisors first reported a position in Simmons First National in Q3 2023 and has held it in 12 quarters since.
88 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.