Evergreen Capital Management’s First Horizon FHN Stock Holding History

Evergreen Capital Management’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	$649K	Buy	25,129 +5,913	+31%	+$144K	0.01%	748
2026 Q1	$440K	Buy	19,216 +3,655	+23%	+$87.4K	0.01%	874
2025 Q4	$374K	Sell	15,561 -1,865	-11%	-$41.6K	0.01%	911
2025 Q3	$396K	Buy	17,426 +3,722	+27%	+$82.7K	0.01%	774
2025 Q2	$293K	Buy	13,704 +411	+3%	+$7.83K	0.01%	821
2025 Q1	$260K	Sell	13,293 -1,873	-12%	-$38.6K	0.01%	836
2024 Q4	$307K	Buy	15,166 +2,395	+19%	+$45K	0.01%	723
2024 Q3	$200K	Sell	12,771 -550	-4%	-$8.73K	0.01%	944
2024 Q2	$212K	Buy	+13,321	New	+$202K	0.01%	836
2023 Q2	–	Sell	-10,228	Closed	-$182K	–	815
2023 Q1	$182K	Sell	10,228 -65	-0.6%	-$1.45K	0.01%	664
2022 Q4	$253K	Sell	10,293 -14	-0.1%	-$339	0.01%	534
2022 Q3	$236K	Buy	10,307 +14	+0.1%	+$318	0.01%	509
2022 Q2	$225K	Sell	10,293 -905	-8%	-$20.3K	0.01%	495
2022 Q1	$263K	Buy	+11,198	New	+$223K	0.01%	523
2021 Q4	–	Sell	-10,061	Closed	-$164K	–	642
2021 Q3	$164K	Buy	+10,061	New	+$160K	0.01%	557

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's FHN Position: Q2 2026 in Review

Evergreen Capital Management increased its First Horizon (FHN) stake by 31% in Q2 2026, buying an estimated $144K and bringing the position to 25,129 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #748.

Evergreen Capital Management first reported a position in FHN in Q3 2021 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Evergreen Capital Management held 25,129 shares of First Horizon worth $649K as of Q2 2026.
Evergreen Capital Management bought 5,913 First Horizon shares in Q2 2026, an estimated $144K.
First Horizon made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #748 holding.
Evergreen Capital Management first reported a position in First Horizon in Q3 2021 and has held it in 15 quarters since.
674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.