Summit Financial Wealth Advisors, LLC
Position in CLST — Catalyst Bancorp, Inc.
CIK 1632283
Lafayette, LA
Position in CLST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$224,536
-$76,856 QoQ
Shares Held
13,600
-25.3% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#14
of 23 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLST 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. CLST ranks #11 (1.0% 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.
|
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 CLST
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,536 | 13,600 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $301,392 | 18,200 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $286,650 | 18,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $240,240 | 18,200 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $225,498 | 18,200 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $212,030 | 18,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $284,834 | 24,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $275,880 | 24,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $310,344 | 26,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $317,580 | 26,800 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $312,192 | 28,800 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $347,328 | 28,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,664 | 28,800 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $331,200 | 28,800 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $340,360 | 26,800 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $332,320 | 26,800 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $362,604 | 26,800 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $365,552 | 26,800 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||