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Burney Company’s First Horizon FHN Stock Holding History

Burney Company’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 		$3.23M Sell
125,846
-54,107
-30% -$1.32M 0.09% 179
2026
Q1 		$4.1M Buy
+179,953
New +$4.3M 0.13% 138
2023
Q2 		– Sell
-10,509
Closed -$187K – 579
2023
Q1 		$187K Sell
10,509
-70
-0.7% -$1.56K 0.01% 545
2022
Q4 		$259K Sell
10,579
-861
-8% -$20.9K 0.01% 497
2022
Q3 		$262K Buy
11,440
+873
+8% +$19.8K 0.01% 492
2022
Q2 		$231K Sell
10,567
-6,537
-38% -$147K 0.01% 503
2022
Q1 		$402K Hold
17,104
– – 0.02% 451
2021
Q4 		$279K Buy
17,104
+70
+0.4% +$1.17K 0.01% 507
2021
Q3 		$277K Hold
17,034
– – 0.01% 492
2021
Q2 		$294K Hold
17,034
– – 0.01% 499
2021
Q1 		$288K Buy
17,034
+540
+3% +$8.54K 0.01% 481
2020
Q4 		$210K Sell
16,494
-38,858
-70% -$455K 0.01% 504
2020
Q3 		$522K Sell
55,352
-1,755
-3% -$16.5K 0.03% 349
2020
Q2 		$569K Buy
57,107
+3,496
+7% +$31.8K 0.04% 325
2020
Q1 		$432K Buy
53,611
+5,949
+12% +$82.5K 0.03% 315
2019
Q4 		$789K Buy
+47,662
New +$774K 0.04% 295

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

Burney Company's FHN Position: Q2 2026 in Review

Burney Company reduced its First Horizon (FHN) stake by 30% in Q2 2026, selling an estimated $1.32M and leaving 125,846 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #179.

Burney Company first reported a position in FHN in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.1M in Q1 2026. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Burney Company held 125,846 shares of First Horizon worth $3.23M as of Q2 2026.
  • Burney Company sold 54,107 First Horizon shares in Q2 2026, an estimated $1.32M.
  • First Horizon made up 0.09% of Burney Company's portfolio in Q2 2026, its #179 holding.
  • Burney Company first reported a position in First Horizon in Q4 2019 and has held it in 16 quarters since.
  • Burney Company's First Horizon position peaked at $4.1M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.