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Brinker Capital Investments’s First Horizon FHN Stock Holding History

Brinker Capital Investments’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 		$911K Sell
35,517
-2,844
-7% -$69.4K 0.01% 1207
2026
Q1 		$873K Sell
38,361
-22,674
-37% -$542K 0.01% 1189
2025
Q4 		$1.46M Buy
61,035
+1,748
+3% +$39K 0.01% 1023
2025
Q3 		$1.34M Buy
59,287
+3,436
+6% +$76.4K 0.01% 1063
2025
Q2 		$1.18M Buy
55,851
+5,945
+12% +$113K 0.01% 1087
2025
Q1 		$969K Sell
49,906
-5,481
-10% -$113K 0.01% 1099
2024
Q4 		$1.12M Buy
55,387
+12,944
+30% +$243K 0.01% 989
2024
Q3 		$659K Buy
42,443
+5,763
+16% +$91.5K 0.01% 1226
2024
Q2 		$578K Buy
36,680
+1,141
+3% +$17.3K 0.01% 1226
2024
Q1 		$547K Sell
35,539
-2,580
-7% -$37K 0.01% 1229
2023
Q4 		$555K Buy
+38,119
New +$459K 0.01% 1168
2019
Q1 		– Sell
-151
Closed -$2K – 823
2018
Q4 		$2K Hold
151
– – ﹤0.01% 619
2018
Q3 		$3K Buy
+151
New +$2.73K ﹤0.01% 576

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

Brinker Capital Investments's FHN Position: Q2 2026 in Review

Brinker Capital Investments reduced its First Horizon (FHN) stake by 7.4% in Q2 2026, selling an estimated $69.4K and leaving 35,517 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1207.

Brinker Capital Investments first reported a position in FHN in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2025. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Brinker Capital Investments held 35,517 shares of First Horizon worth $911K as of Q2 2026.
  • Brinker Capital Investments sold 2,844 First Horizon shares in Q2 2026, an estimated $69.4K.
  • First Horizon made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1207 holding.
  • Brinker Capital Investments first reported a position in First Horizon in Q3 2018 and has held it in 13 quarters since.
  • Brinker Capital Investments's First Horizon position peaked at $1.46M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.