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Greenwood Capital Associates’s First Horizon FHN Stock Holding History

Greenwood Capital Associates’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 		$1.59M Sell
61,940
-1,550
-2% -$37.8K 0.16% 126
2026
Q1 		$1.45M Sell
63,490
-59,903
-49% -$1.43M 0.16% 123
2025
Q4 		$2.95M Sell
123,393
-1,566
-1% -$34.9K 0.32% 88
2025
Q3 		$2.83M Sell
124,959
-21,915
-15% -$487K 0.33% 85
2025
Q2 		$3.11M Sell
146,874
-14,992
-9% -$286K 0.39% 80
2025
Q1 		$3.14M Buy
161,866
+8,102
+5% +$167K 0.42% 78
2024
Q4 		$3.1M Sell
153,764
-311,749
-67% -$5.86M 0.4% 75
2024
Q3 		$7.23M Buy
465,513
+42,793
+10% +$680K 0.94% 36
2024
Q2 		$6.67M Buy
422,720
+25,044
+6% +$379K 0.88% 41
2024
Q1 		$6.12M Buy
397,676
+35,020
+10% +$503K 0.81% 45
2023
Q4 		$5.14M Buy
362,656
+75,041
+26% +$903K 0.67% 56
2023
Q3 		$3.17M Buy
287,615
+117,667
+69% +$1.46M 0.46% 74
2023
Q2 		$1.92M Buy
169,948
+105,287
+163% +$1.41M 0.27% 84
2023
Q1 		$1.15M Buy
+64,661
New +$1.44M 0.17% 116
2020
Q1 		– Sell
-38,489
Closed -$637K – 171
2019
Q4 		$637K Buy
+38,489
New +$625K 0.13% 97
2017
Q3 		– Sell
-11,117
Closed -$194K – 209
2017
Q2 		$194K Buy
11,117
+757
+7% +$13.5K 0.05% 192
2017
Q1 		$192K Buy
+10,360
New +$204K 0.05% 200

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenwood Capital Associates's FHN Position: Q2 2026 in Review

Greenwood Capital Associates reduced its First Horizon (FHN) stake by 2.4% in Q2 2026, selling an estimated $37.8K and leaving 61,940 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #126.

Greenwood Capital Associates first reported a position in FHN in Q1 2017 and has held it in 17 quarters since. The position peaked at $7.23M in Q3 2024. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Greenwood Capital Associates held 61,940 shares of First Horizon worth $1.59M as of Q2 2026.
  • Greenwood Capital Associates sold 1,550 First Horizon shares in Q2 2026, an estimated $37.8K.
  • First Horizon made up 0.16% of Greenwood Capital Associates's portfolio in Q2 2026, its #126 holding.
  • Greenwood Capital Associates first reported a position in First Horizon in Q1 2017 and has held it in 17 quarters since.
  • Greenwood Capital Associates's First Horizon position peaked at $7.23M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.