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Concurrent Investment Advisors’s First Horizon FHN Stock Holding History

Concurrent Investment Advisors’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 		$721K Sell
28,133
-13,034
-32% -$318K 0.01% 1185
2026
Q1 		$937K Buy
41,167
+873
+2% +$20.9K 0.01% 901
2025
Q4 		$963K Buy
40,294
+16,368
+68% +$365K 0.01% 851
2025
Q3 		$541K Buy
23,926
+672
+3% +$14.9K 0.01% 886
2025
Q2 		$493K Buy
23,254
+1,850
+9% +$35.3K 0.01% 854
2025
Q1 		$416K Buy
21,404
+365
+2% +$7.51K 0.01% 802
2024
Q4 		$424K Buy
21,039
+9,836
+88% +$185K 0.01% 719
2024
Q3 		$174K Buy
+11,203
New +$178K 0.01% 958

Other funds holding FHN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Concurrent Investment Advisors's FHN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Horizon (FHN) stake by 32% in Q2 2026, selling an estimated $318K and leaving 28,133 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #1185.

Concurrent Investment Advisors first reported a position in FHN in Q3 2024 and has held it in 8 quarters since. The position peaked at $963K in Q4 2025. 191 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Concurrent Investment Advisors held 28,133 shares of First Horizon worth $721K as of Q2 2026.
  • Concurrent Investment Advisors sold 13,034 First Horizon shares in Q2 2026, an estimated $318K.
  • First Horizon made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1185 holding.
  • Concurrent Investment Advisors first reported a position in First Horizon in Q3 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's First Horizon position peaked at $963K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.