Position in FHN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$398,137
-$12,066 QoQ
Shares Held
15,528
-13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#418
of 671 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Asset Management, LLC holds $1,493,169 across 3 Banks - Regional names. FHN ranks #3 (26.7% of the industry book) .
All Filings in FHN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,137 | 15,528 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $410,203 | 18,023 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $414,139 | 17,328 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $417,471 | 18,464 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $391,352 | 18,460 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $358,396 | 18,455 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $355,813 | 17,667 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $308,068 | 19,837 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $249,039 | 15,792 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $206,883 | 13,434 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $171,916 | 12,141 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $126,101 | 11,443 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $134,406 | 11,926 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $206,532 | 11,616 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $230,030 | 9,389 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $279,425 | 12,202 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $266,538 | 12,193 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $286,249 | 12,186 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $198,752 | 12,171 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $181,731 | 11,156 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $207,982 | 12,036 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $206,792 | 12,229 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $157,126 | 12,314 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $227,517 | 24,127 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $250,015 | 25,102 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $200,871 | 24,922 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||