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Retirement Wealth Solutions’s Simmons First National SFNC Stock Holding History

Retirement Wealth Solutions’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 		$1.02K Buy
45
+3
+7% +$64 ﹤0.01% 643
2026
Q1 		$817 Buy
+42
New +$839 ﹤0.01% 667
2025
Q4 		– Sell
-78
Closed -$1.5K – 835
2025
Q3 		$1.5K Buy
+78
New +$1.56K ﹤0.01% 484

Other funds holding SFNC

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Wealth Solutions's SFNC Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Simmons First National (SFNC) stake by 7.1% in Q2 2026, buying an estimated $64 and bringing the position to 45 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Retirement Wealth Solutions first reported a position in SFNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.5K in Q3 2025. 34 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Retirement Wealth Solutions held 45 shares of Simmons First National worth $1.02K as of Q2 2026.
  • Retirement Wealth Solutions bought 3 Simmons First National shares in Q2 2026, an estimated $64.
  • Simmons First National made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #643 holding.
  • Retirement Wealth Solutions first reported a position in Simmons First National in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Simmons First National position peaked at $1.5K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.