Position in FHN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,023,526
+$7,500,475 QoQ
Shares Held
440,401
+317.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 80.30976314767678.ToString("F0")%
Shared 0.ToString("F0")%
None 19.690236852323224.ToString("F0")%
Common Shares in FHN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. FHN ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,320,896 | $106,505,917 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
322,394 | $67,086,967 | |
| 3 | UMBF |
Umb Financial Corp
|
446,393 | $50,348,666 | |
| 4 | TFC |
Truist Financial Corp
|
721,661 | $33,174,756 | |
| 5 | USB |
US Bancorp De
|
404,649 | $21,045,794 | |
| 6 | FSBC |
Five Star Bancorp
|
466,980 | $17,614,485 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
186,501 | $11,184,464 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
184,540 | $10,633,194 |
All Filings in FHN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,023,526 | 440,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,523,051 | 105,567 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,373,462 | 104,974 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,110,438 | 99,549 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,679,577 | 86,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,336,421 | 116,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,634,726 | 169,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,596,246 | 164,632 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,505,133 | 162,671 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,926,398 | 277,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,000,515 | 181,535 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,950,048 | 173,030 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,016,394 | 169,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,321,751 | 176,398 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,853,274 | 80,929 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,533,391 | 70,146 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $943,593 | 40,170 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $579,094 | 35,462 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $348,459 | 21,391 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $375,805 | 21,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $357,426 | 21,137 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $106,954 | 8,382 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $123,457 | 13,092 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $117,647 | 11,812 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||