Position in FHN
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$254,798
-$25,453 QoQ
Shares Held
11,195
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026TruWealth Advisors, LLC holds $814,119 across 2 Banks - Regional names. FHN ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDSB |
Fifth District Bancorp, Inc.
|
37,741 | $559,321 | |
| 2 | FHN |
First Horizon Corp
This page
|
11,195 | $254,798 |
All Filings in FHN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,798 | 11,195 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $280,251 | 11,726 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $297,592 | 13,162 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $279,034 | 13,162 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $255,606 | 13,162 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $365,782 | 18,162 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $282,055 | 18,162 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $286,414 | 18,162 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $280,926 | 18,242 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $257,173 | 18,162 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $200,145 | 18,162 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $204,685 | 18,162 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $338,211 | 19,022 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $443,597 | 18,106 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $439,359 | 19,186 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $419,405 | 19,186 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $450,679 | 19,186 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $299,263 | 18,326 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $298,530 | 18,326 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $316,673 | 18,326 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $309,892 | 18,326 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $233,839 | 18,326 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||