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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's SFNC Position: Q1 2026 in Review

Root Financial Partners increased its Simmons First National (SFNC) stake by 268% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,089 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Root Financial Partners first reported a position in SFNC in Q3 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold SFNC as of Q1 2026.

  • Root Financial Partners held 1,089 shares of Simmons First National worth $21.2K as of Q1 2026.
  • Root Financial Partners bought 793 Simmons First National shares in Q1 2026, an estimated $15.8K.
  • Simmons First National made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1299 holding.
  • Root Financial Partners first reported a position in Simmons First National in Q3 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Simmons First National as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.