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Uniting Wealth Partners’s Simmons First National SFNC Stock Holding History

Uniting Wealth Partners’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 		$291K Hold
12,740
– – 0.06% 150
2026
Q1 		$251K Hold
12,740
– – 0.05% 174
2025
Q4 		$243K Buy
12,740
+800
+7% +$14.8K 0.07% 131
2025
Q3 		$231K Buy
+11,940
New +$238K 0.05% 168

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
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

Uniting Wealth Partners's SFNC Position: Q2 2026 in Review

Uniting Wealth Partners held its Simmons First National (SFNC) position steady in Q2 2026 at 12,740 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #150.

Uniting Wealth Partners first reported a position in SFNC in Q3 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Uniting Wealth Partners held 12,740 shares of Simmons First National worth $291K as of Q2 2026.
  • Uniting Wealth Partners left its Simmons First National share count unchanged in Q2 2026.
  • Simmons First National made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Uniting Wealth Partners first reported a position in Simmons First National in Q3 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.