Freestone Grove Partners’s First Horizon FHN Stock Holding History

Freestone Grove Partners’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	$35.5M	Sell	1,385,619 -1,922,988	-58%	-$46.9M	0.23%	137
2026 Q1	$75.3M	Sell	3,308,607 -1,418,660	-30%	-$33.9M	0.53%	40
2025 Q4	$113M	Sell	4,727,267 -61,171	-1%	-$1.36M	0.82%	7
2025 Q3	$108M	Buy	4,788,438 +967,219	+25%	+$21.5M	0.81%	9
2025 Q2	$81M	Sell	3,821,219 -111,974	-3%	-$2.13M	0.61%	34
2025 Q1	$76.4M	Buy	3,933,193 +185,199	+5%	+$3.81M	0.79%	22
2024 Q4	$75.5M	Buy	+3,747,994	New	+$70.5M	0.92%	12

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

Freestone Grove Partners's FHN Position: Q2 2026 in Review

Freestone Grove Partners reduced its First Horizon (FHN) stake by 58% in Q2 2026, selling an estimated $46.9M and leaving 1,385,619 shares worth $35.5M. The position accounts for 0.23% of the portfolio, ranked #137.

Freestone Grove Partners first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. The position peaked at $113M in Q4 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Freestone Grove Partners held 1,385,619 shares of First Horizon worth $35.5M as of Q2 2026.
Freestone Grove Partners sold 1,922,988 First Horizon shares in Q2 2026, an estimated $46.9M.
First Horizon made up 0.23% of Freestone Grove Partners's portfolio in Q2 2026, its #137 holding.
Freestone Grove Partners first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
Freestone Grove Partners's First Horizon position peaked at $113M in Q4 2025.
674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.