SageView Advisory Group’s Simmons First National SFNC Stock Holding History

SageView Advisory Group’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 Q4	$96.1K	Buy	+5,097	New	+$94.4K	﹤0.01%	843

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's SFNC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Simmons First National (SFNC) in Q4 2025: 5,097 shares worth $96.1K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

SageView Advisory Group held 5,097 shares of Simmons First National worth $96.1K as of Q4 2025.
Simmons First National was a new SageView Advisory Group position in Q4 2025.
Simmons First National made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #843 holding.
302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.