SageView Advisory Group
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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
2026
Q1 		– Sell
-5,097
Closed -$96.1K – 2099
2025
Q4 		$96.1K Buy
+5,097
New +$94.4K ﹤0.01% 843

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 $3.38T AUM 44.17% 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
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's SFNC Position: Q1 2026 in Review

SageView Advisory Group sold out of Simmons First National (SFNC) in Q1 2026, closing a stake of 5,097 shares — an estimated $96.1K sold.

SageView Advisory Group first reported a position in SFNC in Q4 2025 and held it in 1 quarter. The position peaked at $96.1K in Q4 2025. 313 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • SageView Advisory Group reported no remaining Simmons First National position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,097 Simmons First National shares in Q1 2026, an estimated $96.1K.
  • SageView Advisory Group first reported a position in Simmons First National in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Simmons First National position peaked at $96.1K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.