First Horizon Corporation’s Semtech SMTC Stock Holding History

First Horizon Corporation’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Sell	1,808 -163	-8%	-$21.3K	0.01%	374
2026 Q1	$152K	Hold	1,971	–	–	0.01%	442
2025 Q4	$145K	Buy	1,971 +1,117	+131%	+$79.3K	0.01%	459
2025 Q3	$61K	Buy	+854	New	+$46.4K	﹤0.01%	579
2021 Q2	$7K	Hold	109	–	–	﹤0.01%	788
2021 Q1	$7K	Sell	109 -1	-0.9%	-$73	﹤0.01%	779
2020 Q4	$7K	Buy	+110	New	+$7.03K	﹤0.01%	747

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

First Horizon Corporation's SMTC Position: Q2 2026 in Review

First Horizon Corporation reduced its Semtech (SMTC) stake by 8.3% in Q2 2026, selling an estimated $21.3K and leaving 1,808 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #374.

First Horizon Corporation first reported a position in SMTC in Q4 2020 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

First Horizon Corporation held 1,808 shares of Semtech worth $293K as of Q2 2026.
First Horizon Corporation sold 163 Semtech shares in Q2 2026, an estimated $21.3K.
Semtech made up 0.01% of First Horizon Corporation's portfolio in Q2 2026, its #374 holding.
First Horizon Corporation first reported a position in Semtech in Q4 2020 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.