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Cromwell Holdings’s First Horizon FHN Stock Holding History

Cromwell Holdings’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 		$4.17K Buy
162
+64
+65% +$1.56K ﹤0.01% 694
2026
Q1 		$2.24K Buy
98
+35
+56% +$837 ﹤0.01% 693
2025
Q4 		$1.51K Hold
63
– – ﹤0.01% 736
2025
Q3 		$1.43K Hold
63
– – ﹤0.01% 761
2025
Q2 		$1.34K Buy
63
+25
+66% +$476 ﹤0.01% 755
2025
Q1 		$744 Buy
+38
New +$782 ﹤0.01% 700

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

Cromwell Holdings's FHN Position: Q2 2026 in Review

Cromwell Holdings increased its First Horizon (FHN) stake by 65% in Q2 2026, buying an estimated $1.56K and bringing the position to 162 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Cromwell Holdings first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Cromwell Holdings held 162 shares of First Horizon worth $4.17K as of Q2 2026.
  • Cromwell Holdings bought 64 First Horizon shares in Q2 2026, an estimated $1.56K.
  • First Horizon made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #694 holding.
  • Cromwell Holdings first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.