B. Riley Wealth Advisors’s Simmons First National SFNC Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	$601K	Hold	26,496	–	–	0.03%	424
2026 Q1	$502K	Hold	26,496	–	–	0.03%	438
2025 Q4	$499K	Hold	26,496	–	–	0.02%	520
2025 Q3	$508K	Buy	26,496 +6,000	+29%	+$120K	0.02%	524
2025 Q2	$389K	Buy	+20,496	New	+$386K	0.02%	617
2024 Q4	$613K	Buy	27,396 +1,049	+4%	+$24.5K	0.02%	619
2024 Q3	$573K	Hold	26,347	–	–	0.02%	694
2024 Q2	$469K	Buy	26,347 +5,112	+24%	+$90.3K	0.01%	847
2024 Q1	$364K	Sell	21,235 -10,312	-33%	-$195K	0.01%	951
2023 Q4	$631K	Buy	31,547 +10,312	+49%	+$173K	0.02%	703
2023 Q3	$364K	Sell	21,235 -673	-3%	-$12.1K	0.01%	951
2023 Q2	$381K	Buy	21,908 +586	+3%	+$9.87K	0.01%	997
2023 Q1	$376K	Hold	21,322	–	–	0.01%	943
2022 Q4	$463K	Buy	21,322 +5,711	+37%	+$130K	0.01%	824
2022 Q3	$341K	Buy	+15,611	New	+$361K	0.01%	939

Other funds holding SFNC

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

B. Riley Wealth Advisors's SFNC Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Simmons First National (SFNC) position steady in Q2 2026 at 26,496 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #424.

B. Riley Wealth Advisors first reported a position in SFNC in Q3 2022 and has held it in 15 quarters since. The position peaked at $631K in Q4 2023. 34 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

B. Riley Wealth Advisors held 26,496 shares of Simmons First National worth $601K as of Q2 2026.
B. Riley Wealth Advisors left its Simmons First National share count unchanged in Q2 2026.
Simmons First National made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #424 holding.
B. Riley Wealth Advisors first reported a position in Simmons First National in Q3 2022 and has held it in 15 quarters since.
B. Riley Wealth Advisors's Simmons First National position peaked at $631K in Q4 2023.
34 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.