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Diversified Trust’s First Horizon FHN Stock Holding History

Diversified Trust’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 		$261K Buy
10,186
+833
+9% +$20.3K ﹤0.01% 960
2026
Q1 		$213K Buy
9,353
+54
+0.6% +$1.29K ﹤0.01% 962
2025
Q4 		$222K Sell
9,299
-227
-2% -$5.06K ﹤0.01% 941
2025
Q3 		$215K Buy
+9,526
New +$212K ﹤0.01% 913
2023
Q4 		– Sell
-11,635
Closed -$128K – 898
2023
Q3 		$128K Buy
11,635
+162
+1% +$2.01K ﹤0.01% 773
2023
Q2 		$129K Sell
11,473
-5,439
-32% -$72.9K ﹤0.01% 787
2023
Q1 		$301K Buy
16,912
+4,389
+35% +$97.5K 0.01% 620
2022
Q4 		$307K Sell
12,523
-461
-4% -$11.2K 0.01% 575
2022
Q3 		$297K Buy
12,984
+595
+5% +$13.5K 0.01% 547
2022
Q2 		$271K Buy
12,389
+2,300
+23% +$51.7K 0.01% 591
2022
Q1 		$237K Sell
10,089
-44
-0.4% -$878 0.01% 706
2021
Q4 		$165K Buy
10,133
+44
+0.4% +$734 0.01% 790
2021
Q3 		$164K Hold
10,089
– – 0.01% 737
2021
Q2 		$175K Sell
10,089
-1,500
-13% -$27.2K 0.01% 722
2021
Q1 		$196K Buy
11,589
+830
+8% +$13.1K 0.01% 695
2020
Q4 		$137K Sell
10,759
-47,545
-82% -$557K 0.01% 696
2020
Q3 		$550K Sell
58,304
-92
-0.2% -$865 0.03% 292
2020
Q2 		$582K Buy
+58,396
New +$531K 0.03% 234
2019
Q3 		– Sell
-54,660
Closed -$816K – 359
2019
Q2 		$816K Sell
54,660
-35,000
-39% -$506K 0.04% 147
2019
Q1 		$1.25M Buy
89,660
+76,065
+560% +$1.12M 0.06% 106
2018
Q4 		$179K Hold
13,595
– – 0.01% 323
2018
Q3 		$235K Sell
13,595
-2
-0% -$36 0.01% 288
2018
Q2 		$242K Buy
13,597
+1,261
+10% +$23.7K 0.02% 272
2018
Q1 		$232K Sell
12,336
-2
-0% -$39 0.01% 266
2017
Q4 		$247K Hold
12,338
– – 0.02% 250
2017
Q3 		$236K Hold
12,338
– – 0.02% 252
2017
Q2 		$215K Sell
12,338
-1,221
-9% -$21.7K 0.02% 272
2017
Q1 		$251K Hold
13,559
– – 0.02% 226
2016
Q4 		$271K Buy
13,559
+53
+0.4% +$933 0.02% 194
2016
Q3 		$206K Sell
13,506
-1,433
-10% -$21.2K 0.02% 260
2016
Q2 		$205K Hold
14,939
– – 0.02% 360
2016
Q1 		$196K Hold
14,939
– – 0.02% 368
2015
Q4 		$217K Hold
14,939
– – 0.02% 376
2015
Q3 		$212K Hold
14,939
– – 0.02% 396
2015
Q2 		$234K Sell
14,939
-15,512
-51% -$229K 0.02% 429
2015
Q1 		$435K Sell
30,451
-2
-0% -$28 0.04% 345
2014
Q4 		$413K Buy
+30,453
New +$386K 0.04% 353
2014
Q2 		$361K Buy
+30,451
New +$356K 0.03% 430
2013
Q4 		$796K Buy
68,293
+6,955
+11% +$77.8K 0.08% 238
2013
Q3 		$674K Sell
61,338
-1,294
-2% -$15.3K 0.07% 264
2013
Q2 		$702K Buy
+62,632
New +$677K 0.08% 248

Other funds holding FHN

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's FHN Position: Q2 2026 in Review

Diversified Trust increased its First Horizon (FHN) stake by 8.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 10,186 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Diversified Trust first reported a position in FHN in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.25M in Q1 2019. 80 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Diversified Trust held 10,186 shares of First Horizon worth $261K as of Q2 2026.
  • Diversified Trust bought 833 First Horizon shares in Q2 2026, an estimated $20.3K.
  • First Horizon made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #960 holding.
  • Diversified Trust first reported a position in First Horizon in Q2 2013 and has held it in 41 quarters since.
  • Diversified Trust's First Horizon position peaked at $1.25M in Q1 2019.
  • 80 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.