Position in FHN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$140,276
+$16,690 QoQ
Shares Held
5,471
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#521
of 671 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FHN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $429,277 across 13 Banks - Regional names. FHN ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
2,944 | $146,670 | |
| 2 | FHN |
First Horizon Corp
This page
|
5,471 | $140,276 | |
| 3 | RF |
Regions Financial Corp
|
2,742 | $82,808 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
238 | $16,467 | |
| 5 | MTB |
M&T Bank Corp
|
65 | $15,470 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
100 | $10,326 | |
| 7 | HDB |
Hdfc Bank Ltd
|
152 | $3,926 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
38 | $3,096 |
All Filings in FHN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,276 | 5,471 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $123,586 | 5,430 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $128,988 | 5,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $121,212 | 5,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,156 | 6,564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $126,482 | 6,513 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $130,205 | 6,465 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||