Burney Company’s Simmons First National SFNC Stock Holding History

Burney Company’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	$2.91M	Sell	128,639 -10,290	-7%	-$219K	0.08%	190
2026 Q1	$2.7M	Sell	138,929 -122,758	-47%	-$2.45M	0.08%	187
2025 Q4	$4.93M	Buy	261,687 +47,248	+22%	+$875K	0.15%	137
2025 Q3	$4.11M	Sell	214,439 -3,774	-2%	-$75.3K	0.13%	152
2025 Q2	$4.14M	Sell	218,213 -362	-0.2%	-$6.82K	0.14%	146
2025 Q1	$4.49M	Sell	218,575 -1,000	-0.5%	-$21.7K	0.16%	131
2024 Q4	$4.87M	Sell	219,575 -2,250	-1%	-$52.6K	0.17%	129
2024 Q3	$4.78M	Sell	221,825 -3,650	-2%	-$74.1K	0.17%	135
2024 Q2	$3.96M	Sell	225,475 -670	-0.3%	-$11.8K	0.15%	155
2024 Q1	$4.4M	Sell	226,145 -39,000	-15%	-$739K	0.17%	147
2023 Q4	$5.26M	Hold	265,145	–	–	0.22%	121
2023 Q3	$4.5M	Buy	265,145 +14,500	+6%	+$261K	0.21%	126
2023 Q2	$4.32M	Buy	250,645 +38,000	+18%	+$640K	0.2%	135
2023 Q1	$3.72M	Buy	212,645 +350	+0.2%	+$7.43K	0.18%	152
2022 Q4	$4.58M	Hold	212,295	–	–	0.23%	125
2022 Q3	$4.63M	Buy	212,295 +450	+0.2%	+$10.4K	0.26%	120
2022 Q2	$4.5M	Hold	211,845	–	–	0.24%	122
2022 Q1	$5.55M	Buy	211,845 +44,675	+27%	+$1.29M	0.26%	114
2021 Q4	$4.95M	Sell	167,170 -3,000	-2%	-$91.1K	0.21%	133
2021 Q3	$5.03M	Sell	170,170 -1,000	-0.6%	-$28.3K	0.24%	126
2021 Q2	$5.02M	Sell	171,170 -1,500	-0.9%	-$44.8K	0.23%	129
2021 Q1	$5.12M	Buy	172,670 +96,548	+127%	+$2.71M	0.25%	124
2020 Q4	$1.64M	Sell	76,122 -7,500	-9%	-$143K	0.09%	237
2020 Q3	$1.33M	Sell	83,622 -2,500	-3%	-$41.8K	0.08%	244
2020 Q2	$1.47M	Sell	86,122 -500	-0.6%	-$8.57K	0.1%	230
2020 Q1	$1.59M	Sell	86,622 -500	-0.6%	-$11.4K	0.12%	188
2019 Q4	$2.33M	Sell	87,122 -1,470	-2%	-$37.1K	0.13%	185
2019 Q3	$2.21M	Sell	88,592 -8,230	-9%	-$202K	0.13%	185
2019 Q2	$2.25M	Sell	96,822 -500	-0.5%	-$12.2K	0.14%	190
2019 Q1	$2.38M	Sell	97,322 -1,000	-1%	-$25.6K	0.15%	174
2018 Q4	$2.37M	Buy	98,322 +44,852	+84%	+$1.21M	0.17%	161
2018 Q3	$1.57M	Sell	53,470 -270	-0.5%	-$8.31K	0.09%	216
2018 Q2	$1.61M	Sell	53,740 -3,192	-6%	-$97.4K	0.09%	215
2018 Q1	$1.62M	Sell	56,932 -18,200	-24%	-$533K	0.1%	204
2017 Q4	$2.15M	Buy	75,132 +57,612	+329%	+$1.65M	0.12%	179
2017 Q3	$508K	Hold	17,520	–	–	0.03%	278
2017 Q2	$471K	Hold	17,520	–	–	0.03%	279
2017 Q1	$483K	Hold	17,520	–	–	0.03%	270
2016 Q4	$544K	Hold	17,520	–	–	0.04%	262
2016 Q3	$437K	Hold	17,520	–	–	0.03%	274
2016 Q2	$405K	Hold	17,520	–	–	0.03%	288
2016 Q1	$395K	Buy	+17,520	New	+$387K	0.03%	294

Other funds holding SFNC

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Burney Company's SFNC Position: Q2 2026 in Review

Burney Company reduced its Simmons First National (SFNC) stake by 7.4% in Q2 2026, selling an estimated $219K and leaving 128,639 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #190.

Burney Company first reported a position in SFNC in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.55M in Q1 2022. 34 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Burney Company held 128,639 shares of Simmons First National worth $2.91M as of Q2 2026.
Burney Company sold 10,290 Simmons First National shares in Q2 2026, an estimated $219K.
Simmons First National made up 0.08% of Burney Company's portfolio in Q2 2026, its #190 holding.
Burney Company first reported a position in Simmons First National in Q1 2016 and has held it in 42 quarters since.
Burney Company's Simmons First National position peaked at $5.55M in Q1 2022.
34 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.