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INVST’s First Horizon FHN Stock Holding History

INVST’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 		$943K Buy
36,788
+328
+0.9% +$8K 0.09% 171
2026
Q1 		$830K Buy
36,460
+2,280
+7% +$54.5K 0.09% 179
2025
Q4 		$817K Sell
34,180
-1,604
-4% -$35.8K 0.09% 187
2025
Q3 		$809K Buy
35,784
+896
+3% +$19.9K 0.09% 179
2025
Q2 		$740K Buy
34,888
+1,034
+3% +$19.7K 0.09% 176
2025
Q1 		$657K Buy
+33,854
New +$697K 0.09% 195

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

INVST's FHN Position: Q2 2026 in Review

INVST increased its First Horizon (FHN) stake by 0.9% in Q2 2026, buying an estimated $8K and bringing the position to 36,788 shares worth $943K. The position accounts for 0.09% of the portfolio, ranked #171.

INVST first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • INVST held 36,788 shares of First Horizon worth $943K as of Q2 2026.
  • INVST bought 328 First Horizon shares in Q2 2026, an estimated $8K.
  • First Horizon made up 0.09% of INVST's portfolio in Q2 2026, its #171 holding.
  • INVST first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.