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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
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

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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

Root Financial Partners's SFNC Position: Q2 2026 in Review

Root Financial Partners sold out of Simmons First National (SFNC) in Q2 2026, closing a stake of 1,089 shares — an estimated $21.2K sold.

Root Financial Partners first reported a position in SFNC in Q3 2025 and held it in 3 quarters. The position peaked at $21.2K in Q1 2026. 319 funds tracked by Wall St. Rank hold SFNC as of Q2 2026.

  • Root Financial Partners reported no remaining Simmons First National position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,089 Simmons First National shares in Q2 2026, an estimated $21.2K.
  • Root Financial Partners first reported a position in Simmons First National in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Simmons First National position peaked at $21.2K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Simmons First National as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.