BCP
FHN icon

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
Q2 		$230K Sell
8,972
-559
-6% -$13.6K 0.05% 187
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkeley Capital Partners's FHN Position: Q2 2026 in Review

Berkeley Capital Partners reduced its First Horizon (FHN) stake by 5.9% in Q2 2026, selling an estimated $13.6K and leaving 8,972 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #187.

Berkeley Capital Partners first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Berkeley Capital Partners held 8,972 shares of First Horizon worth $230K as of Q2 2026.
  • Berkeley Capital Partners sold 559 First Horizon shares in Q2 2026, an estimated $13.6K.
  • First Horizon made up 0.05% of Berkeley Capital Partners's portfolio in Q2 2026, its #187 holding.
  • Berkeley Capital Partners first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • Berkeley Capital Partners's First Horizon position peaked at $1.08M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.