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Wealthspire Advisors (New York)’s Simmons First National SFNC Stock Holding History

Wealthspire Advisors (New York)’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
-297
Closed -$5.69K – 2561
2025
Q3 		$5.69K Buy
+297
New +$5.93K ﹤0.01% 2275

Other funds holding SFNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s SFNC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Simmons First National (SFNC) in Q4 2025, closing a stake of 297 shares — an estimated $5.69K sold.

Wealthspire Advisors (New York) first reported a position in SFNC in Q3 2025 and held it in 1 quarter. The position peaked at $5.69K in Q3 2025. 302 funds tracked by Wall St. Rank hold SFNC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Simmons First National position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 297 Simmons First National shares in Q4 2025, an estimated $5.69K.
  • Wealthspire Advisors (New York) first reported a position in Simmons First National in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Simmons First National position peaked at $5.69K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Simmons First National as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.