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Berkeley Capital Partners’s First Horizon FHN Stock Holding History

Berkeley Capital Partners’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$217K Sell
9,531
-35,513
-79% -$849K 0.05% 168
2025
Q4 		$1.08M Buy
+45,044
New +$1M 0.25% 79

Other funds holding FHN

BlackRock
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkeley Capital Partners's FHN Position: Q1 2026 in Review

Berkeley Capital Partners reduced its First Horizon (FHN) stake by 79% in Q1 2026, selling an estimated $849K and leaving 9,531 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #168.

Berkeley Capital Partners first reported a position in FHN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.08M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Berkeley Capital Partners held 9,531 shares of First Horizon worth $217K as of Q1 2026.
  • Berkeley Capital Partners sold 35,513 First Horizon shares in Q1 2026, an estimated $849K.
  • First Horizon made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #168 holding.
  • Berkeley Capital Partners first reported a position in First Horizon in Q4 2025 and has held it in 2 quarters since.
  • Berkeley Capital Partners's First Horizon position peaked at $1.08M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.