Summit Financial Wealth Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1632283
Lafayette, LA
Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$375,592
+$73,478 QoQ
Shares Held
7,539
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,126
of 1,678 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #9 (1.7% 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 TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,592 | 7,539 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $302,114 | 6,572 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $304,265 | 6,183 | Shares | Sole | 2026-01-27 | |
| 2023-03-31 | $6,140,387 | 180,070 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,619,322 | 177,070 | Shares | Sole | 2023-01-17 | |
| 2020-06-30 | $4,322,155 | 115,104 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,165,510 | 102,643 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||