PYA Waltman Capital’s First Horizon FHN Stock Holding History

PYA Waltman 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 Q1	–	Sell	-9,630	Closed	-$230K	–	69
2025 Q4	$230K	Hold	9,630	–	–	0.06%	72
2025 Q3	$218K	Hold	9,630	–	–	0.06%	76
2025 Q2	$204K	Buy	+9,630	New	+$183K	0.06%	75
2023 Q1	–	Sell	-9,105	Closed	-$223K	–	62
2022 Q4	$223K	Hold	9,105	–	–	0.12%	57
2022 Q3	$209K	Hold	9,105	–	–	0.12%	51
2022 Q2	$199K	Hold	9,105	–	–	0.11%	42
2022 Q1	$214K	Hold	9,105	–	–	0.11%	41
2021 Q4	$149K	Buy	+9,105	New	+$152K	0.08%	53

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

PYA Waltman Capital's FHN Position: Q1 2026 in Review

PYA Waltman Capital sold out of First Horizon (FHN) in Q1 2026, closing a stake of 9,630 shares — an estimated $230K sold.

PYA Waltman Capital first reported a position in FHN in Q4 2021 and held it in 8 quarters. The position peaked at $230K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

PYA Waltman Capital reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
PYA Waltman Capital sold 9,630 First Horizon shares in Q1 2026, an estimated $230K.
PYA Waltman Capital first reported a position in First Horizon in Q4 2021 and held it in 8 quarters.
PYA Waltman Capital's First Horizon position peaked at $230K in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.