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WR Wealth Planners’s Simmons First National SFNC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$282K Buy
12,703
+125
+1% +$2.92K 0.09% 134
2024
Q3 		$271K Buy
12,578
+147
+1% +$2.98K 0.08% 153
2024
Q2 		$219K Buy
12,431
+135
+1% +$2.38K 0.07% 158
2024
Q1 		$239K Buy
12,296
+127
+1% +$2.4K 0.07% 152
2023
Q4 		$241K Buy
12,169
+147
+1% +$2.46K 0.09% 158
2023
Q3 		$204K Buy
12,022
+135
+1% +$2.43K 0.08% 165
2023
Q2 		$205K Buy
11,887
+134
+1% +$2.26K 0.08% 166
2023
Q1 		$206K Buy
11,753
+102
+0.9% +$2.17K 0.09% 154
2022
Q4 		$251K Buy
11,651
+99
+0.9% +$2.25K 0.15% 101
2022
Q3 		$252K Buy
11,552
+105
+0.9% +$2.43K 0.18% 89
2022
Q2 		$243K Buy
11,447
+85
+0.7% +$2.06K 0.16% 99
2022
Q1 		$298K Buy
+11,362
New +$328K 0.18% 96

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WR Wealth Planners's SFNC Position: Q4 2024 in Review

WR Wealth Planners increased its Simmons First National (SFNC) stake by 0.99% in Q4 2024, buying an estimated $2.92K and bringing the position to 12,703 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #134.

WR Wealth Planners first reported a position in SFNC in Q1 2022 and has held it in 12 quarters since. The position peaked at $298K in Q1 2022. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • WR Wealth Planners held 12,703 shares of Simmons First National worth $282K as of Q4 2024.
  • WR Wealth Planners bought 125 Simmons First National shares in Q4 2024, an estimated $2.92K.
  • Simmons First National made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #134 holding.
  • WR Wealth Planners first reported a position in Simmons First National in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Simmons First National position peaked at $298K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.