Root Financial Partners’s Simmons First National SFNC Stock Holding History

Root Financial Partners’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 Q3	$42.4K	Buy	+1,880	New	+$43.4K	﹤0.01%	1159
2026 Q2	–	Sell	-1,089	Closed	-$21.2K	–	2687
2026 Q1	$21.2K	Buy	1,089 +793	+268%	+$15.8K	﹤0.01%	1299
2025 Q4	$5.58K	Sell	296 -9	-3%	-$167	﹤0.01%	1730
2025 Q3	$5.85K	Buy	+305	New	+$6.09K	﹤0.01%	1659

Other funds holding SFNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's SFNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Simmons First National (SFNC) in Q3 2026: 1,880 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFNC as recently as Q1 2026.

Root Financial Partners first reported a position in SFNC in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold SFNC as of Q3 2026.

Root Financial Partners held 1,880 shares of Simmons First National worth $42.4K as of Q3 2026.
Simmons First National was a new Root Financial Partners position in Q3 2026.
Simmons First National made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1159 holding.
Root Financial Partners first reported a position in Simmons First National in Q3 2025 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held Simmons First National as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.