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Boreal Capital Management’s First Horizon FHN Stock Holding History

Boreal Capital Management’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 		– Sell
-9,414
Closed -$216K – 513
2026
Q1 		$216K Hold
9,414
– – 0.18% 114
2025
Q4 		$226K Buy
+9,414
New +$210K 0.17% 119

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State Street
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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

Boreal Capital Management's FHN Position: Q2 2026 in Review

Boreal Capital Management sold out of First Horizon (FHN) in Q2 2026, closing a stake of 9,414 shares — an estimated $216K sold.

Boreal Capital Management first reported a position in FHN in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Boreal Capital Management reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
  • Boreal Capital Management sold 9,414 First Horizon shares in Q2 2026, an estimated $216K.
  • Boreal Capital Management first reported a position in First Horizon in Q4 2025 and held it in 2 quarters.
  • Boreal Capital Management's First Horizon position peaked at $226K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.