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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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

Pinnacle Wealth Planning Services's SFNC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Simmons First National (SFNC) stake by 17% in Q2 2026, buying an estimated $1.56K and bringing the position to 503 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Pinnacle Wealth Planning Services first reported a position in SFNC in Q4 2020 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 503 shares of Simmons First National worth $11.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 73 Simmons First National shares in Q2 2026, an estimated $1.56K.
  • Simmons First National made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2016 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simmons First National in Q4 2020 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.