Simmons Bank
RIA/Wealth
Simmons Bank is a RIA/Wealth based in Halfmoon, NY led by Donald Edward Simmons, managing $1.5B across 327 long positions as of Q3 2025 with 30% ETF concentration.
FounderDonald Edward Simmons
- Portfolio Value
- $1.5B
- Positions
- 327
- Top Holding
- ORLY at 11.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Simmons Bank's portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $167.1M | 11.14% | +$21.8K Bought | 0.18% 1.6M shares | |
Semiconductors Technology | $60.7M | 4.05% | -$732.1K Sold | 0.00% 325.2K shares | |
ETF ETF | $52.1M | 3.47% | -$1.5M Sold | — 78.2K shares | |
Software - Infrastructure Technology | $50.9M | 3.39% | +$245.5K Bought | 0.00% 98.2K shares | |
ETF ETF | $36.8M | 2.45% | -$704.0K Sold | — 78.6K shares | |
Consumer Electronics Technology | $32.6M | 2.17% | -$213.6K Sold | 0.00% 128.0K shares | |
Specialty Retail Consumer Cyclical | $26.6M | 1.77% | +$244.2K Bought | 0.00% 121.1K shares | |
Banks - Regional Financial Services | $25.7M | 1.71% | +$205.0K Bought | 0.92% 1.3M shares | |
ETF ETF | $24.7M | 1.65% | +$133.3K Bought | — 202.0K shares | |
ETF ETF | $24.2M | 1.62% | -$363.4K Sold | — 404.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Simmons Bank's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+47.3% | |
+27.33% | |
+26.81% | |
+22.05% | |
+19.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Simmons Bank
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