IEQ Capital’s First Horizon FHN Stock Holding History

IEQ Capital’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 Q3	$517K	Sell	82,427 -26,947	-25%	-$673K	﹤0.01%	1353
2026 Q2	$2.8M	Sell	109,374 -149,613	-58%	-$3.65M	0.01%	675
2026 Q1	$5.89M	Buy	+258,987	New	+$6.19M	0.03%	472
2025 Q2	–	Sell	-163,321	Closed	-$3.17M	–	1885
2025 Q1	$3.17M	Sell	163,321 -16,800	-9%	-$346K	0.03%	463
2024 Q4	$3.63M	Buy	180,121 +154,433	+601%	+$2.9M	0.04%	347
2024 Q3	$399K	Buy	+25,688	New	+$408K	﹤0.01%	834
2020 Q2	–	Sell	-412,445	Closed	-$23K	–	355
2020 Q1	$23K	Buy	412,445 +396,464	+2,481%	+$5.5M	﹤0.01%	365
2019 Q4	$265K	Buy	+15,981	New	+$259K	0.02%	339

Other funds holding FHN

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IEQ Capital's FHN Position: Q3 2026 in Review

IEQ Capital reduced its First Horizon (FHN) stake by 25% in Q3 2026, selling an estimated $673K and leaving 82,427 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

IEQ Capital first reported a position in FHN in Q4 2019 and has held it in 8 quarters since. The position peaked at $5.89M in Q1 2026. 480 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

IEQ Capital held 82,427 shares of First Horizon worth $517K as of Q3 2026.
IEQ Capital sold 26,947 First Horizon shares in Q3 2026, an estimated $673K.
First Horizon made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1353 holding.
IEQ Capital first reported a position in First Horizon in Q4 2019 and has held it in 8 quarters since.
IEQ Capital's First Horizon position peaked at $5.89M in Q1 2026.
480 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.