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Stephens Consulting’s Simmons First National SFNC Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$411 – 1861
2025
Q1 		$411 Buy
+20
New +$434 ﹤0.01% 1010

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Stephens Consulting's SFNC Position: Q2 2025 in Review

Stephens Consulting sold out of Simmons First National (SFNC) in Q2 2025, closing a stake of 20 shares — an estimated $411 sold.

Stephens Consulting first reported a position in SFNC in Q1 2025 and held it in 1 quarter. The position peaked at $411 in Q1 2025. 291 funds tracked by Wall St. Rank hold SFNC as of Q2 2025.

  • Stephens Consulting reported no remaining Simmons First National position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Simmons First National shares in Q2 2025, an estimated $411.
  • Stephens Consulting first reported a position in Simmons First National in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Simmons First National position peaked at $411 in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Simmons First National as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.