Back to FHN-PH
Summit Financial Wealth Advisors, LLC → FHN-PH
Summit Financial Wealth Advisors, LLC FHN-PH Position History
First Horizon Corp • Banking
Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $3.1M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 81.7K | — | — |
| Q2 2026 | $2.1M | 81.4K | — | — |
| Q1 2026 | $3.1M | 136.9K | — | — |
| Q4 2025 | $2.8M | 116.6K | — | — |
Other funds holding FHN-PH
$1.1B
$1.1B
$1.1B
$627.4M
$627.4M
$562.5M