Summit Financial Wealth Advisors, LLC

Position in FHN — First Horizon Corp

CIK 1632283 Lafayette, LA

Position in FHN

as of Mar 31, 2026 · filed May 26, 2026 Compact

Position Value

$3,115,798

+$329,513 QoQ

Shares Held

136,898

+17.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Summit Financial Wealth Advisors, LLC holds $20,632,676 across 11 Banks - Regional names. FHN ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWC	Hancock Whitney Corp	86,837	$5,521,964
2	USB	US Bancorp De	102,916	$5,352,661
3	FHN	First Horizon Corp This page	136,898	$3,115,798
4	HBCP	Home Bancorp, Inc.	36,013	$2,181,667
5	BFST	Business First Bancshares, Inc.	59,449	$1,607,500
6	RRBI	Red River Bancshares Inc	10,300	$931,532
7	OBK	Origin Bancorp, Inc.	13,917	$576,998
8	SFNC	Simmons First National Corp	25,090	$488,000

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,115,798	136,898	+17.4%	Shares	Sole	2026-05-26
2025-12-31	$2,786,285	116,581	+10.0%	Shares	Sole	2026-01-27
2025-09-30	$2,395,529	105,950	+7.3%	Shares	Sole	2025-10-03
2025-06-30	$2,092,864	98,720	+1.6%	Shares	Sole	2025-09-29
2025-03-31	$1,887,196	97,178	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$1,971,262	97,878	-7.8%	Shares	Sole	2025-02-13
2024-09-30	$1,647,950	106,114	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$1,697,072	107,614	-3.6%	Shares	Sole	2024-08-12
2024-03-31	$1,718,855	111,614	-0.3%	Shares	Sole	2024-05-02
2023-12-31	$1,584,801	111,921	-0.2%	Shares	Sole	2024-01-19
2023-09-30	$1,236,014	112,161	-12.0%	Shares	Sole	2023-11-13
2023-06-30	$1,436,868	127,495	-0.7%	Shares	Sole	2023-07-12
2023-03-31	$2,283,165	128,412	-4.6%	Shares	Sole	2023-04-10
2022-12-31	$3,298,606	134,637	-1.4%	Shares	Sole	2023-01-17
2022-09-30	$3,125,689	136,493	0.0%	Shares	Sole	2022-10-28
2022-06-30	$2,983,736	136,493	-0.7%	Shares	Sole	2022-07-26
2022-03-31	$3,227,432	137,396	-10.0%	Shares	Sole	2022-05-06
2021-12-31	$2,492,562	152,637	+15.8%	Shares	Sole	2022-01-12
2021-09-30	$2,147,934	131,856	+14.6%	Shares	Sole	2021-11-05
2021-06-30	$1,987,683	115,028	-17.3%	Shares	Sole	2021-08-09
2021-03-31	$2,352,485	139,118	+126.2%	Shares	Sole	2021-04-23
2020-12-31	$784,867	61,510	-41.2%	Shares	Sole	2021-01-11
2020-09-30	$986,406	104,603	+29.8%	Shares	Sole	2020-11-09
2020-06-30	$802,835	80,606	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.