Pinnacle Wealth Planning Services
SFNC icon

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
Q3 		$12.7K Buy
564
+61
+12% +$1.41K ﹤0.01% 1985
2026
Q2 		$11.4K Buy
503
+73
+17% +$1.56K ﹤0.01% 2016
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Simmons Bank
Simmons Bank Pine Bluff, Arkansas $1.88B AUM 25.33% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFNC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Simmons First National (SFNC) stake by 12% in Q3 2026, buying an estimated $1.41K and bringing the position to 564 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Pinnacle Wealth Planning Services first reported a position in SFNC in Q4 2020 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 564 shares of Simmons First National worth $12.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 61 Simmons First National shares in Q3 2026, an estimated $1.41K.
  • Simmons First National made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1985 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simmons First National in Q4 2020 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.