Summit Financial Wealth Advisors’s Red River Bancshares RRBI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio RRBI Stock Details RRBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Sell	5,000 -5,300	-51%	-$485K	0.06%	141
2026 Q1	$932K	Sell	10,300 -2,200	-18%	-$186K	0.13%	77
2025 Q4	$893K	Hold	12,500	–	–	0.13%	78
2025 Q3	$806K	Hold	12,500	–	–	0.12%	77
2025 Q2	$734K	Hold	12,500	–	–	0.13%	75
2025 Q1	$646K	Hold	12,500	–	–	0.13%	80
2024 Q4	$694K	Hold	12,500	–	–	0.14%	79
2024 Q3	$650K	Hold	12,500	–	–	0.12%	79
2024 Q2	$600K	Sell	12,500 -1,000	-7%	-$46.8K	0.12%	74
2024 Q1	$672K	Buy	13,500 +150	+1%	+$7.65K	0.14%	71
2023 Q4	$749K	Hold	13,350	–	–	0.17%	62
2023 Q3	$651K	Hold	13,350	–	–	0.16%	63
2023 Q2	$656K	Hold	13,350	–	–	0.15%	67
2023 Q1	$642K	Hold	13,350	–	–	0.15%	70
2022 Q4	$682K	Hold	13,350	–	–	0.16%	69
2022 Q3	$770K	Hold	13,350	–	–	0.22%	54
2022 Q2	$721K	Hold	13,350	–	–	0.17%	65
2022 Q1	$706K	Hold	13,350	–	–	0.14%	65
2021 Q4	$712K	Hold	13,350	–	–	0.14%	67
2021 Q3	$665K	Sell	13,350 -150	-1%	-$7.57K	0.15%	63
2021 Q2	$682K	Buy	13,500 +150	+1%	+$8.15K	0.15%	65
2021 Q1	$661K	Hold	13,350	–	–	0.17%	58
2020 Q4	$574K	Hold	13,350	–	–	0.16%	60
2020 Q3	$609K	Hold	13,350	–	–	0.16%	62
2020 Q2	$534K	Hold	13,350	–	–	0.14%	70
2020 Q1	$519K	Buy	13,350 +2,450	+22%	+$123K	0.16%	70
2019 Q4	$586K	Hold	10,900	–	–	0.14%	80
2019 Q3	$473K	Buy	+10,900	New	+$498K	0.12%	97

Other funds holding RRBI

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Summit Financial Wealth Advisors's RRBI Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Red River Bancshares (RRBI) stake by 51% in Q2 2026, selling an estimated $485K and leaving 5,000 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #141.

Summit Financial Wealth Advisors first reported a position in RRBI in Q3 2019 and has held it in 28 quarters since. The position peaked at $932K in Q1 2026. 8 funds tracked by Wall St. Rank hold RRBI as of Q2 2026.

Summit Financial Wealth Advisors held 5,000 shares of Red River Bancshares worth $456K as of Q2 2026.
Summit Financial Wealth Advisors sold 5,300 Red River Bancshares shares in Q2 2026, an estimated $485K.
Red River Bancshares made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Summit Financial Wealth Advisors first reported a position in Red River Bancshares in Q3 2019 and has held it in 28 quarters since.
Summit Financial Wealth Advisors's Red River Bancshares position peaked at $932K in Q1 2026.
8 funds tracked by Wall St. Rank held Red River Bancshares as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.