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Rothschild Investment LLC’s First Horizon FHN Stock Holding History

Rothschild Investment LLC’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 		$1.03M Buy
40,211
+30,753
+325% +$750K 0.04% 409
2026
Q1 		$215K Buy
9,458
+9,168
+3,161% +$219K 0.01% 644
2025
Q4 		$6.93K Buy
290
+195
+205% +$4.35K ﹤0.01% 1725
2025
Q3 		$2.15K Buy
95
+55
+138% +$1.22K ﹤0.01% 2184
2025
Q2 		$848 Buy
40
+20
+100% +$381 ﹤0.01% 2556
2025
Q1 		$388 Buy
+20
New +$412 ﹤0.01% 2697
2023
Q2 		– Sell
-16,800
Closed -$299K – 495
2023
Q1 		$299K Hold
16,800
– – 0.03% 378
2022
Q4 		$412K Buy
+16,800
New +$407K 0.04% 318

Other funds holding FHN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Retirement Systems of Alabama
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Rothschild Investment LLC's FHN Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Horizon (FHN) stake by 325% in Q2 2026, buying an estimated $750K and bringing the position to 40,211 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #409.

Rothschild Investment LLC first reported a position in FHN in Q4 2022 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Rothschild Investment LLC held 40,211 shares of First Horizon worth $1.03M as of Q2 2026.
  • Rothschild Investment LLC bought 30,753 First Horizon shares in Q2 2026, an estimated $750K.
  • First Horizon made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #409 holding.
  • Rothschild Investment LLC first reported a position in First Horizon in Q4 2022 and has held it in 8 quarters since.
  • 304 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.