JFS Wealth Advisors’s Simmons First National SFNC Stock Holding History

JFS 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	$2.03K	Buy	89 +37	+71%	+$789	﹤0.01%	1604
2026 Q1	$1.02K	Sell	52 -75	-59%	-$1.5K	﹤0.01%	1667
2025 Q4	$2.4K	Buy	127 +32	+34%	+$593	﹤0.01%	1484
2025 Q3	$1.82K	Sell	95 -6	-6%	-$120	﹤0.01%	1460
2025 Q2	$1.92K	Buy	101 +26	+35%	+$490	﹤0.01%	1401
2025 Q1	$1.54K	Sell	75 -15	-17%	-$325	﹤0.01%	1551
2024 Q4	$2K	Buy	90 +15	+20%	+$351	﹤0.01%	1480
2024 Q3	$1.62K	Buy	75 +9	+14%	+$183	﹤0.01%	1570
2024 Q2	$1.16K	Hold	66	–	–	﹤0.01%	1634
2024 Q1	$1.28K	Buy	66 +26	+65%	+$492	﹤0.01%	1588
2023 Q4	$794	Sell	40 -9	-18%	-$151	﹤0.01%	1704
2023 Q3	$832	Sell	49 -22	-31%	-$397	﹤0.01%	1637
2023 Q2	$1.23K	Buy	71 +31	+78%	+$522	﹤0.01%	1541
2023 Q1	$700	Buy	40 +31	+344%	+$658	﹤0.01%	1667
2022 Q4	$194	Sell	9 -8	-47%	-$182	﹤0.01%	1835
2022 Q3	$0	Sell	17 -66	-80%	-$1.53K	﹤0.01%	1910
2022 Q2	$2K	Buy	83 +3	+4%	+$73	﹤0.01%	1381
2022 Q1	$2K	Buy	80 +45	+129%	+$1.3K	﹤0.01%	1488
2021 Q4	$1K	Buy	+35	New	+$1.06K	﹤0.01%	1545

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

JFS Wealth Advisors's SFNC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Simmons First National (SFNC) stake by 71% in Q2 2026, buying an estimated $789 and bringing the position to 89 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

JFS Wealth Advisors first reported a position in SFNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.4K in Q4 2025. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

JFS Wealth Advisors held 89 shares of Simmons First National worth $2.03K as of Q2 2026.
JFS Wealth Advisors bought 37 Simmons First National shares in Q2 2026, an estimated $789.
Simmons First National made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1604 holding.
JFS Wealth Advisors first reported a position in Simmons First National in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Simmons First National position peaked at $2.4K in Q4 2025.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.