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 Q1	$3.89M	Hold	170,926	–	–	3.73%	3
2025 Q4	$4.09M	Buy	170,926 +14,000	+9%	+$312K	3.95%	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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Expect Equity LLC's FHN Position: Q1 2026 in Review

Expect Equity LLC held its First Horizon (FHN) position steady in Q1 2026 at 170,926 shares worth $3.89M. The position accounts for 3.73% of the portfolio, ranked #3.

Expect Equity LLC first reported a position in FHN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.09M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Expect Equity LLC held 170,926 shares of First Horizon worth $3.89M as of Q1 2026.
Expect Equity LLC left its First Horizon share count unchanged in Q1 2026.
First Horizon made up 3.73% of Expect Equity LLC's portfolio in Q1 2026, its #3 holding.
Expect Equity LLC first reported a position in First Horizon in Q4 2024 and has held it in 6 quarters since.
Expect Equity LLC's First Horizon position peaked at $4.09M in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Expect Equity LLC's 13F filing for Q1 2026, filed 15 May 2026.