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Equibles

Summit Financial Wealth Advisors, LLC

Position in SFNC — Simmons First National Corp

CIK 1632283 Lafayette, LA
Back to SFNC Full portfolio

Position in SFNC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$568,288
+$80,288 QoQ
Shares Held
25,090
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#174
of 320 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SFNC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $22,039,760 across 11 Banks - Regional names. SFNC ranks #7 (2.6% 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
This page 		25,090 $568,288
8 RRBI
Red River Bancshares Inc
 5,000 $456,400

All Filings in SFNC

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $568,288 25,090
2026-03-31 $488,000 25,090
2025-12-31 $472,946 25,090
2025-09-30 $289,275 15,090
2025-06-30 $286,106 15,090
2025-03-31 $237,942 11,590
2024-12-31 $257,066 11,590
2024-09-30 $249,648 11,590
2024-06-30 $203,752 11,590
2024-03-31 $225,541 11,590
2023-12-31 $229,945 11,590
2023-09-30 $169,600 10,000
2023-06-30 $172,500 10,000