CAPTRUST Financial Advisors’s First Horizon FHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.3M Sell
439,204
-1,197
-0.3% -$29.2K 0.02% 543
2026
Q1
$10M Buy
440,401
+334,834
+317% +$8.01M 0.02% 541
2025
Q4
$2.52M Buy
105,567
+593
+0.6% +$13.2K ﹤0.01% 975
2025
Q3
$2.37M Buy
104,974
+5,425
+5% +$121K ﹤0.01% 940
2025
Q2
$2.11M Buy
99,549
+13,062
+15% +$249K ﹤0.01% 947
2025
Q1
$1.68M Sell
86,487
-29,522
-25% -$608K ﹤0.01% 988
2024
Q4
$2.34M Sell
116,009
-53,645
-32% -$1.01M 0.01% 824
2024
Q3
$2.63M Buy
169,654
+5,022
+3% +$79.7K 0.01% 749
2024
Q2
$2.6M Buy
164,632
+1,961
+1% +$29.7K 0.01% 703
2024
Q1
$2.51M Sell
162,671
-114,617
-41% -$1.65M 0.01% 712
2023
Q4
$3.93M Buy
277,288
+95,753
+53% +$1.15M 0.01% 639
2023
Q3
$2M Buy
181,535
+8,505
+5% +$105K 0.01% 856
2023
Q2
$1.95M Buy
173,030
+3,379
+2% +$45.3K 0.01% 834
2023
Q1
$3.02M Sell
169,651
-6,747
-4% -$150K 0.01% 616
2022
Q4
$4.32M Buy
176,398
+95,469
+118% +$2.31M 0.02% 469
2022
Q3
$1.85M Buy
80,929
+10,783
+15% +$245K 0.01% 698
2022
Q2
$1.54M Buy
70,146
+29,976
+75% +$674K 0.01% 676
2022
Q1
$948K Buy
40,170
+4,708
+13% +$93.9K 0.01% 863
2021
Q4
$584K Buy
35,462
+14,071
+66% +$235K ﹤0.01% 1043
2021
Q3
$352K Sell
21,391
-357
-2% -$5.69K ﹤0.01% 1210
2021
Q2
$379K Buy
21,748
+611
+3% +$11.1K ﹤0.01% 1121
2021
Q1
$360K Buy
21,137
+12,755
+152% +$202K ﹤0.01% 1130
2020
Q4
$108K Sell
8,382
-4,710
-36% -$55.2K ﹤0.01% 1470
2020
Q3
$126K Buy
13,092
+1,280
+11% +$12K ﹤0.01% 1242
2020
Q2
$111K Buy
+11,812
New +$107K ﹤0.01% 1298
2019
Q4
Sell
-594
Closed -$10K 1275
2019
Q3
$10K Hold
594
﹤0.01% 1496
2019
Q2
$9K Hold
594
﹤0.01% 1527
2019
Q1
$8K Hold
594
﹤0.01% 1437
2018
Q4
$8K Hold
594
﹤0.01% 1258
2018
Q3
$10K Sell
594
-600
-50% -$10.8K ﹤0.01% 1229
2018
Q2
$21K Hold
1,194
﹤0.01% 932
2018
Q1
$22K Buy
+1,194
New +$23.5K ﹤0.01% 800

Other funds holding FHN

CAPTRUST Financial Advisors's FHN Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its First Horizon (FHN) stake by 0.27% in Q2 2026, selling an estimated $29.2K and leaving 439,204 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #543.

CAPTRUST Financial Advisors first reported a position in FHN in Q1 2018 and has held it in 32 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • CAPTRUST Financial Advisors held 439,204 shares of First Horizon worth $11.3M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,197 First Horizon shares in Q2 2026, an estimated $29.2K.
  • First Horizon made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #543 holding.
  • CAPTRUST Financial Advisors first reported a position in First Horizon in Q1 2018 and has held it in 32 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.