B. Riley Wealth Advisors, Inc.
Position in SFNC — Simmons First National Corp
CIK 1464811
MEMPHIS, TN
Position in SFNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$600,134
+$84,787 QoQ
Shares Held
26,496
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#172
of 317 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. SFNC ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
This page
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in SFNC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,134 | 26,496 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $515,347 | 26,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $499,449 | 26,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $507,928 | 26,496 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $388,604 | 20,496 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $607,643 | 27,396 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $567,514 | 26,347 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $463,180 | 26,347 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $413,233 | 21,235 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $625,892 | 31,547 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $360,145 | 21,235 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $377,913 | 21,908 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $372,921 | 21,322 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $460,128 | 21,322 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $340,163 | 15,611 | Shares | Other | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||