Stokes Family Office’s First Horizon FHN Stock Holding History

Stokes Family Office’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	$2.45M	Sell	95,494 -916	-1%	-$22.3K	0.29%	84
2026 Q1	$2.19M	Hold	96,410	–	–	0.23%	92
2025 Q4	$2.3M	Hold	96,410	–	–	0.21%	87
2025 Q3	$2.18M	Buy	96,410 +933	+1%	+$20.7K	0.21%	92
2025 Q2	$2.02M	Sell	95,477 -1,525	-2%	-$29.1K	0.21%	88
2025 Q1	$1.88M	Hold	97,002	–	–	0.21%	88
2024 Q4	$1.95M	Sell	97,002 -500	-0.5%	-$9.4K	0.21%	86
2024 Q3	$1.51M	Hold	97,502	–	–	0.17%	97
2024 Q2	$1.54M	Hold	97,502	–	–	0.18%	99
2024 Q1	$1.5M	Hold	97,502	–	–	0.19%	96
2023 Q4	$1.38M	Sell	97,502 -2,779	-3%	-$33.5K	0.19%	95
2023 Q3	$1.11M	Sell	100,281 -4,559	-4%	-$56.5K	0.13%	123
2023 Q2	$1.18M	Buy	104,840 +1,236	+1%	+$16.6K	0.14%	115
2023 Q1	$1.84M	Sell	103,604 -44	-0%	-$978	0.23%	83
2022 Q4	$2.54M	Buy	103,648 +180	+0.2%	+$4.36K	0.33%	70
2022 Q3	$2.37M	Buy	103,468 +916	+0.9%	+$20.8K	0.34%	65
2022 Q2	$2.24M	Hold	102,552	–	–	0.31%	70
2022 Q1	$2.41M	Hold	102,552	–	–	0.32%	67
2021 Q4	$1.68M	Hold	102,552	–	–	0.21%	78
2021 Q3	$1.67M	Hold	102,552	–	–	0.23%	76
2021 Q2	$1.77M	Sell	102,552 -72	-0.1%	-$1.31K	0.25%	74
2021 Q1	$1.74M	Buy	102,624 +72	+0.1%	+$1.14K	0.27%	71
2020 Q4	$1.31M	Buy	102,552 +369	+0.4%	+$4.32K	0.26%	70
2020 Q3	$964K	Buy	+102,183	New	+$960K	0.22%	80

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stokes Family Office's FHN Position: Q2 2026 in Review

Stokes Family Office reduced its First Horizon (FHN) stake by 0.95% in Q2 2026, selling an estimated $22.3K and leaving 95,494 shares worth $2.45M. The position accounts for 0.29% of the portfolio, ranked #84.

Stokes Family Office first reported a position in FHN in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2022. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Stokes Family Office held 95,494 shares of First Horizon worth $2.45M as of Q2 2026.
Stokes Family Office sold 916 First Horizon shares in Q2 2026, an estimated $22.3K.
First Horizon made up 0.29% of Stokes Family Office's portfolio in Q2 2026, its #84 holding.
Stokes Family Office first reported a position in First Horizon in Q3 2020 and has held it in 24 quarters since.
Stokes Family Office's First Horizon position peaked at $2.54M in Q4 2022.
675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.