Summit Financial Wealth Advisors, LLC

Position in HWC — Hancock Whitney Corp

CIK 1632283 Lafayette, LA

Position in HWC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,524,400

+$1,002,436 QoQ

Shares Held

87,318

+0.6% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

#85

of 393 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $22,039,760 across 11 Banks - Regional names. HWC ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWC	Hancock Whitney Corp This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,524,400	87,318	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$5,521,964	86,837	+0.6%	Shares	Sole	2026-05-26
2025-12-31	$5,496,666	86,317	-1.4%	Shares	Sole	2026-01-27
2025-09-30	$5,481,192	87,545	-1.4%	Shares	Sole	2025-10-03
2025-06-30	$5,094,594	88,756	-0.6%	Shares	Sole	2025-09-29
2025-03-31	$4,681,110	89,249	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$4,892,405	89,408	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$4,582,478	89,554	-37.8%	Shares	Sole	2024-11-13
2024-06-30	$6,886,085	143,970	-24.0%	Shares	Sole	2024-08-12
2024-03-31	$8,720,620	189,414	-3.0%	Shares	Sole	2024-05-02
2023-12-31	$9,490,112	195,310	-0.0%	Shares	Sole	2024-01-19
2023-09-30	$7,225,737	195,343	-12.5%	Shares	Sole	2023-11-13
2023-06-30	$8,568,411	223,252	+79.2%	Shares	Sole	2023-07-12
2023-03-31	$4,535,112	124,591	+1.3%	Shares	Sole	2023-04-10
2022-12-31	$5,951,582	122,992	+0.1%	Shares	Sole	2023-01-17
2022-09-30	$5,631,056	122,922	+2.3%	Shares	Sole	2022-10-28
2022-06-30	$5,324,875	120,119	+2.5%	Shares	Sole	2022-07-26
2022-03-31	$6,110,519	117,172	-10.0%	Shares	Sole	2022-05-06
2021-12-31	$6,509,802	130,144	+2.3%	Shares	Sole	2022-01-12
2021-09-30	$5,993,805	127,203	+0.1%	Shares	Sole	2021-11-05
2021-06-30	$5,647,168	127,074	+0.9%	Shares	Sole	2021-08-09
2021-03-31	$5,292,209	125,975	+0.3%	Shares	Sole	2021-04-23
2020-12-31	$4,270,768	125,537	+0.9%	Shares	Sole	2021-01-11
2020-09-30	$2,340,095	124,407	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$2,647,286	124,872	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.