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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's FHN Position: Q1 2026 in Review

Evergreen Capital Management increased its First Horizon (FHN) stake by 23% in Q1 2026, buying an estimated $87.4K and bringing the position to 19,216 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #874.

Evergreen Capital Management first reported a position in FHN in Q3 2021 and has held it in 14 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Evergreen Capital Management held 19,216 shares of First Horizon worth $440K as of Q1 2026.
  • Evergreen Capital Management bought 3,655 First Horizon shares in Q1 2026, an estimated $87.4K.
  • First Horizon made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #874 holding.
  • Evergreen Capital Management first reported a position in First Horizon in Q3 2021 and has held it in 14 quarters since.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.