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Innealta Capital’s First Horizon FHN Stock Holding History

Innealta 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
Q2 		$217K Buy
+8,475
New +$207K 0.12% 77
2024
Q3 		– Sell
-6,535
Closed -$103K – 701
2024
Q2 		$103K Buy
+6,535
New +$99K 0.03% 211

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

Innealta Capital's FHN Position: Q2 2026 in Review

Innealta Capital opened a new position in First Horizon (FHN) in Q2 2026: 8,475 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Innealta Capital previously reported a position in FHN as recently as Q2 2024.

Innealta Capital first reported a position in FHN in Q2 2024 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Innealta Capital held 8,475 shares of First Horizon worth $217K as of Q2 2026.
  • First Horizon was a new Innealta Capital position in Q2 2026.
  • First Horizon made up 0.12% of Innealta Capital's portfolio in Q2 2026, its #77 holding.
  • Innealta Capital first reported a position in First Horizon in Q2 2024 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Innealta Capital's 13F filing for Q2 2026, filed 4 Aug 2026.