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Summit Financial Wealth Advisors, LLC → SFNC

Summit Financial Wealth Advisors, LLC SFNC Position History

Simmons First National Corporation • Financial Services

Quarters held
4
Latest value
$567K
Q3 2026
Peak value
$568K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$473K
Q1 2026$488K
Q2 2026$568K
Q3 2026$567K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$567K25.1K——
Q2 2026$568K25.1K——
Q1 2026$488K25.1K——
Q4 2025$473K25.1K——

Other funds holding SFNC

Other Summit Financial Wealth Advisors, LLC positions

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SCHW-PJ

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VANGUARD INDEX FDS

$61.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
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VANGUARD WHITEHALL FDS

$60.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$59M
VGES

VANGUARD INDEX FDS

$58.5M