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United Capital Financial Advisors’s Simmons First National SFNC Stock Holding History

United Capital Financial 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 		$378K Sell
16,691
-125
-0.7% -$2.67K ﹤0.01% 1262
2026
Q1 		$327K Sell
16,816
-232
-1% -$4.63K ﹤0.01% 1303
2025
Q4 		$321K Sell
17,048
-1,536
-8% -$28.5K ﹤0.01% 1137
2025
Q3 		$356K Sell
18,584
-35
-0.2% -$699 ﹤0.01% 963
2025
Q2 		$353K Sell
18,619
-264
-1% -$4.97K ﹤0.01% 878
2025
Q1 		$388K Sell
18,883
-10
-0.1% -$217 ﹤0.01% 816
2024
Q4 		$419K Sell
18,893
-662
-3% -$15.5K ﹤0.01% 783
2024
Q3 		$421K Buy
19,555
+163
+0.8% +$3.31K ﹤0.01% 773
2024
Q2 		$341K Buy
19,392
+4,304
+29% +$76K ﹤0.01% 806
2024
Q1 		$294K Buy
15,088
+1,475
+11% +$27.9K ﹤0.01% 885
2023
Q4 		$270K Buy
13,613
+1,797
+15% +$30.1K ﹤0.01% 907
2023
Q3 		$200K Buy
+11,816
New +$213K ﹤0.01% 807
2023
Q1 		– Sell
-13,815
Closed -$298K – 1059
2022
Q4 		$298K Sell
13,815
-35,797
-72% -$813K ﹤0.01% 888
2022
Q3 		$1.08M Sell
49,612
-168
-0.3% -$3.88K 0.01% 595
2022
Q2 		$1.06M Buy
49,780
+27,213
+121% +$661K 0.01% 630
2022
Q1 		$592K Buy
22,567
+4,852
+27% +$140K ﹤0.01% 795
2021
Q4 		$524K Buy
+17,715
New +$538K ﹤0.01% 844
2017
Q2 		– Sell
-8,118
Closed -$224K – 1303
2017
Q1 		$224K Buy
+8,118
New +$239K ﹤0.01% 1154

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 $3.37T AUM 44.26% 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
Two Sigma Investments
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

United Capital Financial Advisors's SFNC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Simmons First National (SFNC) stake by 0.74% in Q2 2026, selling an estimated $2.67K and leaving 16,691 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

United Capital Financial Advisors first reported a position in SFNC in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.08M in Q3 2022. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • United Capital Financial Advisors held 16,691 shares of Simmons First National worth $378K as of Q2 2026.
  • United Capital Financial Advisors sold 125 Simmons First National shares in Q2 2026, an estimated $2.67K.
  • Simmons First National made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1262 holding.
  • United Capital Financial Advisors first reported a position in Simmons First National in Q1 2017 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Simmons First National position peaked at $1.08M in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.