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Caprock Group’s First Horizon FHN Stock Holding History

Caprock Group’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 		– Sell
-8,531
Closed -$205K – 1165
2025
Q4 		$205K Buy
+8,531
New +$190K ﹤0.01% 1113
2020
Q3 		– Sell
-14,364
Closed -$145K – 431
2020
Q2 		$145K Buy
14,364
+3,805
+36% +$34.6K 0.02% 386
2020
Q1 		$85K Buy
+10,559
New +$146K 0.02% 335

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Caprock Group's FHN Position: Q1 2026 in Review

Caprock Group sold out of First Horizon (FHN) in Q1 2026, closing a stake of 8,531 shares — an estimated $205K sold.

Caprock Group first reported a position in FHN in Q1 2020 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Caprock Group reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 8,531 First Horizon shares in Q1 2026, an estimated $205K.
  • Caprock Group first reported a position in First Horizon in Q1 2020 and held it in 3 quarters.
  • Caprock Group's First Horizon position peaked at $205K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.