Waverly Advisors’s Simmons First National SFNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Buy
67,014
+477
+0.7% +$10.2K 0.01% 776
2026
Q1
$1.29M Buy
66,537
+344
+0.5% +$6.87K 0.01% 756
2025
Q4
$1.25M Buy
66,193
+1,027
+2% +$19K 0.01% 704
2025
Q3
$1.25M Buy
65,166
+545
+0.8% +$10.9K 0.01% 589
2025
Q2
$1.23M Buy
64,621
+191
+0.3% +$3.6K 0.01% 573
2025
Q1
$1.32M Sell
64,430
-8
-0% -$174 0.02% 555
2024
Q4
$1.43M Buy
64,438
+8
+0% +$187 0.02% 447
2024
Q3
$1.39M Hold
64,430
0.03% 393
2024
Q2
$1.13M Hold
64,430
0.02% 416
2024
Q1
$1.25M Buy
+64,430
New +$1.22M 0.03% 329

Other funds holding SFNC

Waverly Advisors's SFNC Position: Q2 2026 in Review

Waverly Advisors increased its Simmons First National (SFNC) stake by 0.72% in Q2 2026, buying an estimated $10.2K and bringing the position to 67,014 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #776.

Waverly Advisors first reported a position in SFNC in Q1 2024 and has held it in 10 quarters since. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Waverly Advisors held 67,014 shares of Simmons First National worth $1.52M as of Q2 2026.
  • Waverly Advisors bought 477 Simmons First National shares in Q2 2026, an estimated $10.2K.
  • Simmons First National made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #776 holding.
  • Waverly Advisors first reported a position in Simmons First National in Q1 2024 and has held it in 10 quarters since.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.