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Equibles

Summit Financial Wealth Advisors, LLC

Position in FHN — First Horizon Corp

CIK 1632283 Lafayette, LA
Back to FHN Full portfolio

Position in FHN

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,088,326
-$1,027,472 QoQ
Shares Held
81,448
-40.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#228
of 675 holders
Holding Since
Jun 2020
25 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, 2026

Summit Financial Wealth Advisors, LLC holds $22,039,760 across 11 Banks - Regional names. FHN ranks #4 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HWC
Hancock Whitney Corp
 87,318 $6,524,400
2 USB
US Bancorp \De\
 103,535 $6,253,514
3 HBCP
Home Bancorp, Inc.
 39,721 $2,721,682
4 FHN
First Horizon Corp
This page 		81,448 $2,088,326
5 BFST
Business First Bancshares, Inc.
 59,472 $1,827,574
6 OBK
Origin Bancorp, Inc.
 13,695 $700,499
7 SFNC
Simmons First National Corp
 25,090 $568,288
8 RRBI
Red River Bancshares Inc
 5,000 $456,400

All Filings in FHN

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,088,326 81,448
2026-03-31 $3,115,798 136,898
2025-12-31 $2,786,285 116,581
2025-09-30 $2,395,529 105,950
2025-06-30 $2,092,864 98,720
2025-03-31 $1,887,196 97,178
2024-12-31 $1,971,262 97,878
2024-09-30 $1,647,950 106,114
2024-06-30 $1,697,072 107,614
2024-03-31 $1,718,855 111,614
2023-12-31 $1,584,801 111,921
2023-09-30 $1,236,014 112,161
2023-06-30 $1,436,868 127,495
2023-03-31 $2,283,165 128,412
2022-12-31 $3,298,606 134,637
2022-09-30 $3,125,689 136,493
2022-06-30 $2,983,736 136,493
2022-03-31 $3,227,432 137,396
2021-12-31 $2,492,562 152,637
2021-09-30 $2,147,934 131,856
2021-06-30 $1,987,683 115,028
2021-03-31 $2,352,485 139,118
2020-12-31 $784,867 61,510
2020-09-30 $986,406 104,603
2020-06-30 $802,835 80,606