Summit Financial Wealth Advisors’s Simmons First National SFNC Stock Holding History

Summit Financial Wealth Advisors’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	$568K	Hold	25,090	–	–	0.07%	119
2026 Q1	$488K	Hold	25,090	–	–	0.07%	117
2025 Q4	$473K	Buy	25,090 +10,000	+66%	+$185K	0.07%	110
2025 Q3	$293K	Hold	15,090	–	–	0.05%	142
2025 Q2	$286K	Buy	15,090 +3,500	+30%	+$65.9K	0.05%	138
2025 Q1	$238K	Hold	11,590	–	–	0.05%	130
2024 Q4	$258K	Hold	11,590	–	–	0.05%	129
2024 Q3	$250K	Hold	11,590	–	–	0.05%	130
2024 Q2	$204K	Hold	11,590	–	–	0.04%	138
2024 Q1	$226K	Hold	11,590	–	–	0.05%	125
2023 Q4	$230K	Buy	11,590 +1,590	+16%	+$26.6K	0.05%	114
2023 Q3	$154K	Hold	10,000	–	–	0.04%	118
2023 Q2	$173K	Buy	+10,000	New	+$168K	0.04%	116
2016 Q3	–	Sell	-18,000	Closed	-$416K	–	155
2016 Q2	$416K	Hold	18,000	–	–	0.17%	96
2016 Q1	$406K	Buy	+18,000	New	+$397K	0.18%	101

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Financial Wealth Advisors's SFNC Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Simmons First National (SFNC) position steady in Q2 2026 at 25,090 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #119.

Summit Financial Wealth Advisors first reported a position in SFNC in Q1 2016 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Summit Financial Wealth Advisors held 25,090 shares of Simmons First National worth $568K as of Q2 2026.
Summit Financial Wealth Advisors left its Simmons First National share count unchanged in Q2 2026.
Simmons First National made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Summit Financial Wealth Advisors first reported a position in Simmons First National in Q1 2016 and has held it in 15 quarters since.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.