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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Uniting Wealth Partners's SFNC Position: Q1 2026 in Review

Uniting Wealth Partners held its Simmons First National (SFNC) position steady in Q1 2026 at 12,740 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #174.

Uniting Wealth Partners first reported a position in SFNC in Q3 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Uniting Wealth Partners held 12,740 shares of Simmons First National worth $251K as of Q1 2026.
  • Uniting Wealth Partners left its Simmons First National share count unchanged in Q1 2026.
  • Simmons First National made up 0.05% of Uniting Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Uniting Wealth Partners first reported a position in Simmons First National in Q3 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.