Summit Financial Wealth Advisors, LLC
Position in BFST — Business First Bancshares, Inc.
CIK 1632283
Lafayette, LA
Position in BFST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,827,574
+$220,074 QoQ
Shares Held
59,472
+0.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#42
of 173 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $22,039,760 across 11 Banks - Regional names. BFST ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWC |
Hancock Whitney Corp
|
87,318 | $6,524,400 | |
| 2 | USB |
US Bancorp De
|
103,535 | $6,253,514 | |
| 3 | HBCP |
Home Bancorp, Inc.
|
39,721 | $2,721,682 | |
| 4 | FHN |
First Horizon Corp
|
81,448 | $2,088,326 | |
| 5 | BFST |
Business First Bancshares, Inc.
This page
|
59,472 | $1,827,574 | |
| 6 | OBK |
Origin Bancorp, Inc.
|
13,695 | $700,499 | |
| 7 | SFNC |
Simmons First National Corp
|
25,090 | $568,288 | |
| 8 | RRBI |
Red River Bancshares Inc
|
5,000 | $456,400 |
All Filings in BFST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,574 | 59,472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,607,500 | 59,449 | Shares | Sole | 2026-05-26 | |
| 2022-03-31 | $202,766 | 8,334 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $235,935 | 8,334 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||