Position in FHN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,081,563
-$1,802,995 QoQ
Shares Held
1,102,002
-2.0% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.96960804063876.ToString("F0")%
Shared 0.ToString("F0")%
None 4.030391959361236.ToString("F0")%
Common Shares in FHN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,613,502,848 across 96 Banks - Regional names. FHN ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,520,788 | $207,820,618 | |
| 2 | USB |
US Bancorp De
|
3,956,818 | $205,794,100 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
799,646 | $166,398,330 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,689,737 | $145,553,944 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,868,672 | $132,395,410 | |
| 6 | HDB |
Hdfc Bank Ltd
|
2,997,676 | $74,582,177 | |
| 7 | RF |
Regions Financial Corp
|
2,718,157 | $70,998,256 | |
| 8 | FITB |
Fifth Third Bancorp
|
1,517,903 | $70,521,768 |
All Filings in FHN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,081,563 | 1,102,002 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $26,884,558 | 1,124,877 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $28,368,200 | 1,254,675 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,076,071 | 97,928 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,000,763 | 103,026 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,089,201 | 103,734 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,726,296 | 111,159 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,576,273 | 99,954 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,521,539 | 683,217 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,868,336 | 626,295 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,865,218 | 441,490 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $21,080,556 | 1,870,502 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $41,717,960 | 2,346,342 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $34,118,478 | 1,392,591 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $29,361,165 | 1,282,147 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $31,077,747 | 1,421,672 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $64,750,464 | 2,756,512 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,517,414 | 92,922 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,993,226 | 122,359 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,139,556 | 123,817 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,747,993 | 635,600 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,246,646 | 646,289 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,100,991 | 646,977 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,356,350 | 638,188 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,972,753 | 616,967 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||