Summit Financial Wealth Advisors, LLC
Position in RF — Regions Financial Corp
CIK 1632283
Lafayette, LA
Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$298,949
+$45,899 QoQ
Shares Held
9,899
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#746
of 1,096 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF 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. RF ranks #10 (1.4% 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 RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,949 | 9,899 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $253,050 | 9,688 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $262,544 | 9,688 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $255,472 | 9,688 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $213,702 | 9,086 | Shares | Sole | 2025-09-29 | |
| 2024-12-31 | $205,047 | 8,718 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $203,390 | 8,718 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||