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Simmons First National Corporation shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Simmons First National Corporation (SFNC) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Simmons First National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Simmons First National Corporation held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simmons First National Corporation by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $163k 8.4k 19.46
2023-12-31 $1.1M 50k 21.58
2023-09-30 $283k 17k 16.96
2023-06-30 $432k 25k 17.25
2023-03-31 $731k 42k 17.49
2022-12-31 $1.1M 50k 21.58
2022-09-30 $1.1M 50k 21.79

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Simmons First National Corporation

Vanguard Group
Dimensional Fund Advisors
Simmons Bank
Charles Schwab Investment Management
Bank of New York Mellon
Norges Bank Investment Management
Henderson Group
Goldman Sachs Group
Newport Trust
Principal Financial Group
LSV Asset Management
Mesirow Institutional Investment Management
Citadel Advisors
Fisher Investments
Hotchkis and Wiley Capital Management

View all funds holding Simmons First National Corporation