InceptionR’s First Horizon FHN Stock Holding History

InceptionR’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	$1.44M	Buy	+56,042	New	+$1.37M	0.35%	50
2026 Q1	–	Sell	-22,947	Closed	-$548K	–	734
2025 Q4	$548K	Buy	+22,947	New	+$512K	0.15%	250
2024 Q4	–	Sell	-15,951	Closed	-$248K	–	698
2024 Q3	$248K	Buy	+15,951	New	+$253K	0.06%	518
2023 Q4	–	Sell	-13,878	Closed	-$153K	–	413
2023 Q3	$153K	Sell	13,878 -18,665	-57%	-$231K	0.09%	357
2023 Q2	$367K	Buy	+32,543	New	+$436K	0.2%	222

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

InceptionR's FHN Position: Q2 2026 in Review

InceptionR opened a new position in First Horizon (FHN) in Q2 2026: 56,042 shares worth $1.44M. The stake represents 0.35% of the portfolio and ranks #50 among its holdings. This is a return to the name: InceptionR previously reported a position in FHN as recently as Q4 2025.

InceptionR first reported a position in FHN in Q2 2023 and has held it in 5 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

InceptionR held 56,042 shares of First Horizon worth $1.44M as of Q2 2026.
First Horizon was a new InceptionR position in Q2 2026.
First Horizon made up 0.35% of InceptionR's portfolio in Q2 2026, its #50 holding.
InceptionR first reported a position in First Horizon in Q2 2023 and has held it in 5 quarters since.
674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.