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

Wealth Preservation 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 		– Sell
-74
Closed -$1.44K – 801
2026
Q1 		$1.44K Buy
+74
New +$1.48K ﹤0.01% 640

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

Wealth Preservation Advisors's SFNC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Simmons First National (SFNC) in Q2 2026, closing a stake of 74 shares — an estimated $1.44K sold.

Wealth Preservation Advisors first reported a position in SFNC in Q1 2026 and held it in 1 quarter. The position peaked at $1.44K in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Simmons First National position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 74 Simmons First National shares in Q2 2026, an estimated $1.44K.
  • Wealth Preservation Advisors first reported a position in Simmons First National in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Simmons First National position peaked at $1.44K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

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