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Equibles

Summit Financial Wealth Advisors, LLC

Position in USB — US Bancorp \De\

CIK 1632283 Lafayette, LA
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$6,253,514
+$900,853 QoQ
Shares Held
103,535
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#447
of 2,062 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USB 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. USB ranks #2 (28.4% 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\
This page 		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 USB

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,253,514 103,535
2026-03-31 $5,352,661 102,916
2025-12-31 $5,602,213 104,989
2025-09-30 $5,078,226 105,074
2025-06-30 $4,679,664 103,418
2025-03-31 $4,481,146 106,138
2024-12-31 $4,964,754 103,800
2024-09-30 $4,505,365 98,521
2022-03-31 $9,391,870 176,705
2021-12-31 $8,867,614 157,871
2021-09-30 $8,986,258 151,182
2021-06-30 $8,598,254 150,926
2021-03-31 $8,239,032 148,961
2020-12-31 $3,581,746 76,878
2020-09-30 $2,771,133 77,298
2020-06-30 $2,813,784 76,420