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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's FHN Position: Q1 2026 in Review

InceptionR sold out of First Horizon (FHN) in Q1 2026, closing a stake of 22,947 shares — an estimated $548K sold.

InceptionR first reported a position in FHN in Q2 2023 and held it in 4 quarters. The position peaked at $548K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

InceptionR reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
InceptionR sold 22,947 First Horizon shares in Q1 2026, an estimated $548K.
InceptionR first reported a position in First Horizon in Q2 2023 and held it in 4 quarters.
InceptionR's First Horizon position peaked at $548K in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.