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OneDigital Investment Advisors’s Simmons First National SFNC Stock Holding History

OneDigital Investment 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
2025
Q2 		– Sell
-62,588
Closed -$1.28M – 1507
2025
Q1 		$1.28M Buy
62,588
+966
+2% +$21K 0.02% 528
2024
Q4 		$1.37M Buy
61,622
+1
+0% +$23 0.02% 534
2024
Q3 		$1.33M Buy
61,621
+247
+0.4% +$5.01K 0.02% 563
2024
Q2 		$1.08M Buy
61,374
+32
+0.1% +$565 0.01% 591
2024
Q1 		$1.19M Buy
61,342
+1
+0% +$19 0.02% 456
2023
Q4 		$1.22M Buy
61,341
+116
+0.2% +$1.94K 0.02% 412
2023
Q3 		$1.04M Hold
61,225
– – 0.02% 415
2023
Q2 		$1.06M Buy
61,225
+47
+0.1% +$791 0.02% 401
2023
Q1 		$1.07M Sell
61,178
-805
-1% -$17.1K 0.03% 377
2022
Q4 		$1.34M Buy
61,983
+347
+0.6% +$7.88K 0.04% 309
2022
Q3 		$1.34M Buy
61,636
+258
+0.4% +$5.96K 0.05% 243
2022
Q2 		$1.3M Hold
61,378
– – 0.06% 217
2022
Q1 		$1.61M Hold
61,378
– – 0.06% 194
2021
Q4 		$1.82M Hold
61,378
– – 0.06% 182
2021
Q3 		$1.81M Hold
61,378
– – 0.07% 171
2021
Q2 		$1.8M Hold
61,378
– – 0.07% 173
2021
Q1 		$1.82M Hold
61,378
– – 0.09% 158
2020
Q4 		$1.32M Hold
61,378
– – 0.07% 195
2020
Q3 		$973K Hold
61,378
– – 0.07% 202
2020
Q2 		$1.05M Hold
61,378
– – 0.08% 204
2020
Q1 		$1.13M Hold
61,378
– – 0.1% 183
2019
Q4 		$1.64M Hold
61,378
– – 0.13% 147
2019
Q3 		$1.53M Sell
61,378
-61,178
-50% -$1.5M 0.14% 133
2019
Q2 		$2.85M Buy
122,556
+61,378
+100% +$1.49M 0.22% 72
2019
Q1 		$1.5M Hold
61,178
– – 0.22% 85
2018
Q4 		$1.48M Buy
+61,178
New +$1.65M 0.25% 85

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

OneDigital Investment Advisors's SFNC Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Simmons First National (SFNC) in Q2 2025, closing a stake of 62,588 shares — an estimated $1.28M sold.

OneDigital Investment Advisors first reported a position in SFNC in Q4 2018 and held it in 26 quarters. The position peaked at $2.85M in Q2 2019. 291 funds tracked by Wall St. Rank hold SFNC as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining Simmons First National position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 62,588 Simmons First National shares in Q2 2025, an estimated $1.28M.
  • OneDigital Investment Advisors first reported a position in Simmons First National in Q4 2018 and held it in 26 quarters.
  • OneDigital Investment Advisors's Simmons First National position peaked at $2.85M in Q2 2019.
  • 291 funds tracked by Wall St. Rank held Simmons First National as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.