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Visionary Wealth Advisors’s Simmons First National SFNC Stock Holding History

Visionary 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
2025
Q4 		– Sell
-11,363
Closed -$218K – 631
2025
Q3 		$218K Buy
11,363
+67
+0.6% +$1.34K 0.01% 564
2025
Q2 		$214K Hold
11,296
– – 0.01% 540
2025
Q1 		$232K Hold
11,296
– – 0.01% 494
2024
Q4 		$251K Sell
11,296
-1,357
-11% -$31.7K 0.01% 479
2024
Q3 		$273K Hold
12,653
– – 0.02% 455
2024
Q2 		$222K Hold
12,653
– – 0.01% 478
2024
Q1 		$246K Hold
12,653
– – 0.02% 435
2023
Q4 		$251K Sell
12,653
-1,695
-12% -$28.4K 0.02% 425
2023
Q3 		$243K Hold
14,348
– – 0.02% 403
2023
Q2 		$248K Hold
14,348
– – 0.02% 396
2023
Q1 		$251K Hold
14,348
– – 0.02% 381
2022
Q4 		$310K Sell
14,348
-1,250
-8% -$28.4K 0.03% 313
2022
Q3 		$340K Hold
15,598
– – 0.04% 274
2022
Q2 		$332K Sell
15,598
-650
-4% -$15.8K 0.03% 303
2022
Q1 		$426K Hold
16,248
– – 0.03% 277
2021
Q4 		$481K Sell
16,248
-4,428
-21% -$134K 0.04% 236
2021
Q3 		$611K Hold
20,676
– – 0.06% 170
2021
Q2 		$607K Hold
20,676
– – 0.06% 182
2021
Q1 		$613K Hold
20,676
– – 0.06% 178
2020
Q4 		$446K Sell
20,676
-2,324
-10% -$44.4K 0.05% 191
2020
Q3 		$365K Hold
23,000
– – 0.05% 177
2020
Q2 		$394K Hold
23,000
– – 0.06% 156
2020
Q1 		$423K Hold
23,000
– – 0.08% 133
2019
Q4 		$616K Buy
+23,000
New +$580K 0.11% 121

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's SFNC Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 11,363 shares — an estimated $218K sold.

Visionary Wealth Advisors first reported a position in SFNC in Q4 2019 and held it in 24 quarters. The position peaked at $616K in Q4 2019. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,363 Simmons First National shares in Q4 2025, an estimated $218K.
  • Visionary Wealth Advisors first reported a position in Simmons First National in Q4 2019 and held it in 24 quarters.
  • Visionary Wealth Advisors's Simmons First National position peaked at $616K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.