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	Sell	20,496 -6,000	-23%	-$113K	0.02%	617
2025 Q1	$544K	Sell	26,496 -900	-3%	-$19.5K	0.02%	727
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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 16 quarters since. The position peaked at $631K in Q4 2023. 319 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 16 quarters since.
B. Riley Wealth Advisors's Simmons First National position peaked at $631K in Q4 2023.
319 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.