CFO
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CVA Family Office’s First Horizon FHN Stock Holding History

CVA Family Office’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 		$17.3K Buy
674
+86
+15% +$2.1K ﹤0.01% 858
2026
Q1 		$13.4K Buy
+588
New +$14.1K ﹤0.01% 908
2025
Q2 		– Sell
-26
Closed -$505 – 1338
2025
Q1 		$505 Buy
+26
New +$535 ﹤0.01% 1265

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

CVA Family Office's FHN Position: Q2 2026 in Review

CVA Family Office increased its First Horizon (FHN) stake by 15% in Q2 2026, buying an estimated $2.1K and bringing the position to 674 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

CVA Family Office first reported a position in FHN in Q1 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • CVA Family Office held 674 shares of First Horizon worth $17.3K as of Q2 2026.
  • CVA Family Office bought 86 First Horizon shares in Q2 2026, an estimated $2.1K.
  • First Horizon made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #858 holding.
  • CVA Family Office first reported a position in First Horizon in Q1 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.