Expect Equity LLC’s First Horizon FHN Stock Holding History

Expect Equity LLC’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	$4.08M	Sell	159,286 -11,640	-7%	-$284K	2.63%	6
2026 Q1	$3.89M	Hold	170,926	–	–	3.03%	3
2025 Q4	$4.09M	Buy	170,926 +14,000	+9%	+$312K	3.36%	1
2025 Q3	$3.55M	Buy	156,926 +13,340	+9%	+$296K	3.47%	5
2025 Q2	$3.04M	Hold	143,586	–	–	3.25%	7
2025 Q1	$2.79M	Sell	143,586 -21,439	-13%	-$441K	3.14%	4
2024 Q4	$3.32M	Buy	+165,025	New	+$3.1M	3.48%	5

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

Expect Equity LLC's FHN Position: Q2 2026 in Review

Expect Equity LLC reduced its First Horizon (FHN) stake by 6.8% in Q2 2026, selling an estimated $284K and leaving 159,286 shares worth $4.08M. The position accounts for 2.63% of the portfolio, ranked #6.

Expect Equity LLC first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Expect Equity LLC held 159,286 shares of First Horizon worth $4.08M as of Q2 2026.
Expect Equity LLC sold 11,640 First Horizon shares in Q2 2026, an estimated $284K.
First Horizon made up 2.63% of Expect Equity LLC's portfolio in Q2 2026, its #6 holding.
Expect Equity LLC first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
Expect Equity LLC's First Horizon position peaked at $4.09M in Q4 2025.
674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.