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Pinnacle Wealth Planning Services’s Simmons First National SFNC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$8.36K Buy
430
+150
+54% +$3K ﹤0.01% 2073
2025
Q4 		$5.28K Buy
+280
New +$5.19K ﹤0.01% 2261
2021
Q1 		– Sell
-362
Closed -$8K – 1663
2020
Q4 		$8K Buy
+362
New +$6.91K ﹤0.01% 1481

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFNC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Simmons First National (SFNC) stake by 54% in Q1 2026, buying an estimated $3K and bringing the position to 430 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Pinnacle Wealth Planning Services first reported a position in SFNC in Q4 2020 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 430 shares of Simmons First National worth $8.36K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 150 Simmons First National shares in Q1 2026, an estimated $3K.
  • Simmons First National made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2073 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simmons First National in Q4 2020 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.