LRI Investments’s First Horizon FHN Stock Holding History

LRI Investments’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	$140K	Buy	5,444 +1,598	+42%	+$39K	0.01%	400
2026 Q1	$87.5K	Sell	3,846 -54	-1%	-$1.29K	0.01%	430
2025 Q4	$93.2K	Hold	3,900	–	–	0.01%	428
2025 Q3	$88.2K	Hold	3,900	–	–	0.01%	444
2025 Q2	$82.7K	Hold	3,900	–	–	0.01%	462
2025 Q1	$75.7K	Sell	3,900 -263	-6%	-$5.41K	0.01%	465
2024 Q4	$83.8K	Buy	4,163 +363	+10%	+$6.83K	0.01%	442
2024 Q3	$76.6K	Buy	3,800 +2,984	+366%	+$47.4K	0.01%	459
2024 Q2	$12.9K	Buy	816 +718	+733%	+$10.9K	﹤0.01%	701
2024 Q1	$1.51K	Buy	+98	New	+$1.41K	﹤0.01%	770

Other funds holding FHN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

LRI Investments's FHN Position: Q2 2026 in Review

LRI Investments increased its First Horizon (FHN) stake by 42% in Q2 2026, buying an estimated $39K and bringing the position to 5,444 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #400.

LRI Investments first reported a position in FHN in Q1 2024 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

LRI Investments held 5,444 shares of First Horizon worth $140K as of Q2 2026.
LRI Investments bought 1,598 First Horizon shares in Q2 2026, an estimated $39K.
First Horizon made up 0.01% of LRI Investments's portfolio in Q2 2026, its #400 holding.
LRI Investments first reported a position in First Horizon in Q1 2024 and has held it in 10 quarters since.
220 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.