Summit Financial Wealth Advisors, LLC
Position in OBK — Origin Bancorp, Inc.
CIK 1632283
Lafayette, LA
Position in OBK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$700,499
+$123,501 QoQ
Shares Held
13,695
-1.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#100
of 203 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBK 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. OBK ranks #6 (3.2% 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.
This page
|
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 OBK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,499 | 13,695 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $576,998 | 13,917 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $497,091 | 13,217 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $456,250 | 13,217 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $472,375 | 13,217 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $458,233 | 13,217 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $439,993 | 13,217 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $425,058 | 13,217 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $419,243 | 13,217 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $412,899 | 13,217 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $470,128 | 13,217 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $402,505 | 13,942 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $408,500 | 13,942 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $448,235 | 13,942 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $511,671 | 13,942 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $536,348 | 13,942 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $540,949 | 13,942 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $589,607 | 13,942 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $672,427 | 15,667 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $602,089 | 14,217 | Shares | Sole | 2021-11-05 | |
| 2020-09-30 | $334,647 | 15,667 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $318,274 | 14,467 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $292,956 | 14,467 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||