Summit Financial Wealth Advisors, LLC

Position in RRBI — Red River Bancshares Inc

CIK 1632283 Lafayette, LA

Position in RRBI

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

Position Value

$456,400

-$475,132 QoQ

Shares Held

5,000

-51.5% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#67

of 134 holders

Holding Since

Mar 2020

26 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. RRBI ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	5,000	$456,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,400	5,000	-51.5%	Shares	Sole	2026-07-15
2026-03-31	$931,532	10,300	-17.6%	Shares	Sole	2026-05-26
2025-12-31	$892,875	12,500	0.0%	Shares	Sole	2026-01-27
2025-09-30	$810,250	12,500	0.0%	Shares	Sole	2025-10-03
2025-06-30	$733,750	12,500	0.0%	Shares	Sole	2025-09-29
2025-03-31	$645,625	12,500	0.0%	Shares	Sole	2025-05-14
2024-12-31	$674,750	12,500	0.0%	Shares	Sole	2025-02-13
2024-09-30	$650,000	12,500	0.0%	Shares	Sole	2024-11-13
2024-06-30	$599,875	12,500	-7.4%	Shares	Sole	2024-08-12
2024-03-31	$672,165	13,500	+1.1%	Shares	Sole	2024-05-02
2023-12-31	$749,068	13,350	0.0%	Shares	Sole	2024-01-19
2023-09-30	$613,566	13,350	0.0%	Shares	Sole	2023-11-13
2023-06-30	$656,019	13,350	0.0%	Shares	Sole	2023-07-12
2023-03-31	$642,268	13,350	0.0%	Shares	Sole	2023-04-10
2022-12-31	$681,651	13,350	0.0%	Shares	Sole	2023-01-17
2022-09-30	$659,890	13,350	0.0%	Shares	Sole	2022-10-28
2022-06-30	$721,968	13,350	0.0%	Shares	Sole	2022-07-26
2022-03-31	$706,348	13,350	0.0%	Shares	Sole	2022-05-06
2021-12-31	$714,225	13,350	0.0%	Shares	Sole	2022-01-12
2021-09-30	$665,497	13,350	-1.1%	Shares	Sole	2021-11-05
2021-06-30	$681,885	13,500	+1.1%	Shares	Sole	2021-08-09
2021-03-31	$747,733	13,350	0.0%	Shares	Sole	2021-04-23
2020-12-31	$661,492	13,350	0.0%	Shares	Sole	2021-01-11
2020-09-30	$574,050	13,350	0.0%	Shares	Sole	2020-11-09
2020-06-30	$585,931	13,350	0.0%	Shares	Sole	2020-07-16
2020-03-31	$496,887	13,350	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.