Summit Financial Wealth Advisors, LLC
Position in HBCP — Home Bancorp, Inc.
CIK 1632283
Lafayette, LA
Position in HBCP
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$2,181,667
+$593,670 QoQ
Shares Held
36,013
+31.1% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Summit Financial Wealth Advisors, LLC holds $20,632,676 across 11 Banks - Regional names. HBCP ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWC |
Hancock Whitney Corp
|
86,837 | $5,521,964 | |
| 2 | USB |
US Bancorp De
|
102,916 | $5,352,661 | |
| 3 | FHN |
First Horizon Corp
|
136,898 | $3,115,798 | |
| 4 | HBCP |
Home Bancorp, Inc.
This page
|
36,013 | $2,181,667 | |
| 5 | BFST |
Business First Bancshares, Inc.
|
59,449 | $1,607,500 | |
| 6 | RRBI |
Red River Bancshares Inc
|
10,300 | $931,532 | |
| 7 | OBK |
Origin Bancorp, Inc.
|
13,917 | $576,998 | |
| 8 | SFNC |
Simmons First National Corp
|
25,090 | $488,000 |
All Filings in HBCP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,181,667 | 36,013 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,587,997 | 27,474 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,192,706 | 21,953 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,135,690 | 21,933 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $968,307 | 21,614 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,034,826 | 22,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,042,012 | 23,374 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $830,287 | 20,752 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $833,242 | 21,750 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $913,633 | 21,748 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $693,045 | 21,746 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $722,085 | 21,743 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $708,427 | 21,448 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $846,554 | 21,148 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $824,560 | 21,148 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $721,781 | 21,148 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $862,626 | 21,148 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $851,992 | 20,525 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $793,907 | 20,525 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $601,185 | 15,775 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $601,782 | 16,693 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $450,415 | 16,092 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $403,135 | 16,693 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $455,017 | 17,010 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $415,384 | 17,010 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||