Summit Financial Wealth Advisors, LLC

Position in SFNC — Simmons First National Corp

CIK 1632283 Lafayette, LA

Position in SFNC

as of Mar 31, 2026 · filed May 26, 2026 Compact

Position Value

$488,000

+$15,054 QoQ

Shares Held

25,090

0.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Summit Financial Wealth Advisors, LLC holds $20,632,676 across 11 Banks - Regional names. SFNC ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	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 This page	25,090	$488,000

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$488,000	25,090	0.0%	Shares	Sole	2026-05-26
2025-12-31	$472,946	25,090	+66.3%	Shares	Sole	2026-01-27
2025-09-30	$289,275	15,090	0.0%	Shares	Sole	2025-10-03
2025-06-30	$286,106	15,090	+30.2%	Shares	Sole	2025-09-29
2025-03-31	$237,942	11,590	0.0%	Shares	Sole	2025-05-14
2024-12-31	$257,066	11,590	0.0%	Shares	Sole	2025-02-13
2024-09-30	$249,648	11,590	0.0%	Shares	Sole	2024-11-13
2024-06-30	$203,752	11,590	0.0%	Shares	Sole	2024-08-12
2024-03-31	$225,541	11,590	0.0%	Shares	Sole	2024-05-02
2023-12-31	$229,945	11,590	+15.9%	Shares	Sole	2024-01-19
2023-09-30	$169,600	10,000	0.0%	Shares	Sole	2023-11-13
2023-06-30	$172,500	10,000	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.