OQS
FHN icon

Occudo Quantitative Strategies’s First Horizon FHN Stock Holding History

Occudo Quantitative Strategies’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 		$12.5M Buy
486,409
+193,939
+66% +$4.73M 0.66% 25
2026
Q1 		$7.3M Buy
+292,470
New +$6.99M 0.4% 68
2025
Q4 		– Sell
-60,669
Closed -$1.37M – 765
2025
Q3 		$1.37M Buy
+60,669
New +$1.35M 0.17% 178
2024
Q4 		– Sell
-21,296
Closed -$331K – 769
2024
Q3 		$331K Buy
+21,296
New +$338K 0.06% 417
2022
Q1 		– Sell
-24,129
Closed -$394K – 1184
2021
Q4 		$394K Sell
24,129
-50,620
-68% -$844K 0.03% 691
2021
Q3 		$1.22M Buy
+74,749
New +$1.19M 0.15% 208
2021
Q1 		– Sell
-15,716
Closed -$201K – 812
2020
Q4 		$201K Buy
+15,716
New +$184K 0.06% 552

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

Occudo Quantitative Strategies's FHN Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its First Horizon (FHN) stake by 66% in Q2 2026, buying an estimated $4.73M and bringing the position to 486,409 shares worth $12.5M. The position accounts for 0.66% of the portfolio, ranked #25.

Occudo Quantitative Strategies first reported a position in FHN in Q4 2020 and has held it in 7 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Occudo Quantitative Strategies held 486,409 shares of First Horizon worth $12.5M as of Q2 2026.
  • Occudo Quantitative Strategies bought 193,939 First Horizon shares in Q2 2026, an estimated $4.73M.
  • First Horizon made up 0.66% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #25 holding.
  • Occudo Quantitative Strategies first reported a position in First Horizon in Q4 2020 and has held it in 7 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.