Position in FHN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$544,567
+$61,168 QoQ
Shares Held
21,239
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#379
of 671 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $6,600,650 across 24 Banks - Regional names. FHN ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
51,130 | $2,217,763 | |
| 2 | RF |
Regions Financial Corp
|
54,286 | $1,639,437 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
6,144 | $619,806 | |
| 4 | FHN |
First Horizon Corp
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|
21,239 | $544,567 | |
| 5 | TFC |
Truist Financial Corp
|
8,078 | $402,445 | |
| 6 | SMBK |
Smartfinancial Inc.
|
7,332 | $344,017 | |
| 7 | OZK |
Bank OZK
|
4,520 | $235,446 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
5,715 | $101,326 |
All Filings in FHN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,567 | 21,239 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $483,399 | 21,239 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $507,612 | 21,239 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $516,389 | 22,839 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $528,791 | 24,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $146,329 | 7,535 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $235,356 | 11,686 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $181,235 | 11,670 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $184,035 | 11,670 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $179,718 | 11,670 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,203 | 12,020 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $128,603 | 11,670 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $131,520 | 11,670 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $207,492 | 11,670 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $285,915 | 11,670 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $267,243 | 11,670 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $298,279 | 13,645 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $344,011 | 14,645 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $253,849 | 15,545 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $253,228 | 15,545 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $218,937 | 12,670 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $214,249 | 12,670 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $362,205 | 28,386 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $267,679 | 28,386 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $121,213 | 12,170 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $64,762 | 8,035 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||