Position in FHN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,341,128
+$1,994,865 QoQ
Shares Held
190,735
+94.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 12.207513041654652.ToString("F0")%
Shared 0.ToString("F0")%
None 87.79248695834535.ToString("F0")%
Common Shares in FHN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $208,703,709 across 284 Banks - Regional names. FHN ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
This page
|
190,735 | $4,341,128 |
All Filings in FHN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,341,128 | 190,735 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,346,263 | 98,170 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,122,174 | 93,860 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,011,477 | 94,881 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,098,719 | 108,070 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,210,324 | 109,748 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,539,908 | 99,157 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $916,347 | 58,107 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $599,830 | 38,950 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $501,688 | 35,430 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $256,997 | 23,321 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $82,564 | 7,326 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $82,268 | 4,627 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $130,340 | 5,320 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $111,065 | 4,850 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $57,863 | 2,647 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,963 | 1,233 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,525 | 767 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $10,091 | 584 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $9,875 | 584 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,451 | 584 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,507 | 584 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,816 | 584 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $4,707 | 584 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||