Position in SFNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,143,641
+$364,297 QoQ
Shares Held
94,642
+3.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 320 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SFNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. SFNC ranks #40 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp \De\
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in SFNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,641 | 94,642 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,779,344 | 91,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,691,693 | 89,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,661,847 | 86,690 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,990,326 | 104,975 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,639,731 | 79,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,696,370 | 76,482 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,622,995 | 75,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,339,754 | 76,209 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,462,360 | 75,147 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,714,156 | 86,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,507,303 | 88,874 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,529,661 | 88,676 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,442,890 | 82,498 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,734,945 | 80,396 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,761,743 | 80,851 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,737,643 | 81,733 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,992,824 | 76,004 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,294,964 | 77,585 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,735 | 9,125 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $298,475 | 10,173 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $300,082 | 10,114 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $131,720 | 6,101 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,855 | 117 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $99,238 | 5,800 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $106,720 | 5,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||