Jones Financial Companies’s Simmons First National SFNC Stock Holding History

Jones Financial Companies’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	$174K	Buy	7,600 +2,026	+36%	+$43.2K	﹤0.01%	2635
2026 Q1	$106K	Buy	5,574 +1,172	+27%	+$23.4K	﹤0.01%	2648
2025 Q4	$83K	Buy	4,402 +2,227	+102%	+$41.3K	﹤0.01%	2287
2025 Q3	$42.9K	Buy	2,175 +649	+43%	+$13K	﹤0.01%	2447
2025 Q2	$28.9K	Buy	1,526 +130	+9%	+$2.45K	﹤0.01%	2447
2025 Q1	$28.6K	Buy	1,396 +96	+7%	+$2.08K	﹤0.01%	2292
2024 Q4	$28.8K	Buy	+1,300	New	+$30.4K	﹤0.01%	2097
2022 Q1	–	Sell	-1,393	Closed	-$41K	–	821
2021 Q4	$41K	Hold	1,393	–	–	﹤0.01%	385
2021 Q3	$41K	Hold	1,393	–	–	﹤0.01%	346
2021 Q2	$41K	Sell	1,393 -1,157	-45%	-$34.5K	﹤0.01%	329
2021 Q1	$76K	Sell	2,550 -22,952	-90%	-$645K	﹤0.01%	298
2020 Q4	$551K	Buy	+25,502	New	+$487K	﹤0.01%	164

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

Jones Financial Companies's SFNC Position: Q2 2026 in Review

Jones Financial Companies increased its Simmons First National (SFNC) stake by 36% in Q2 2026, buying an estimated $43.2K and bringing the position to 7,600 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Jones Financial Companies first reported a position in SFNC in Q4 2020 and has held it in 12 quarters since. The position peaked at $551K in Q4 2020. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

Jones Financial Companies held 7,600 shares of Simmons First National worth $174K as of Q2 2026.
Jones Financial Companies bought 2,026 Simmons First National shares in Q2 2026, an estimated $43.2K.
Simmons First National made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2635 holding.
Jones Financial Companies first reported a position in Simmons First National in Q4 2020 and has held it in 12 quarters since.
Jones Financial Companies's Simmons First National position peaked at $551K in Q4 2020.
319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.