Position in FHN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,139,088
New position
Shares Held
181,858
first reported quarter
Ownership
0.038%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wakefield Asset Management LLLP holds $11,761,181 across 7 Banks - Regional names. FHN ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
This page
|
181,858 | $4,139,088 | |
| 2 | TRMK |
Trustmark Corp
|
35,415 | $1,492,388 | |
| 3 | AX |
Axos Financial, Inc.
|
17,149 | $1,459,208 | |
| 4 | MBIN |
Merchants Bancorp
|
29,530 | $1,267,132 | |
| 5 | CUBI |
Customers Bancorp, Inc.
|
16,848 | $1,169,419 | |
| 6 | MBWM |
Mercantile Bank Corp
|
22,830 | $1,152,915 | |
| 7 | HAPN |
Happen, Inc.
|
75,491 | $1,081,031 |
All Filings in FHN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,139,088 | 181,858 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||