Summit Financial’s First Horizon FHN Stock Holding History

Summit Financial’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	-8,571	Closed	-$206K	–	1426
2025 Q4	$206K	Buy	+8,571	New	+$191K	﹤0.01%	1235

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

Summit Financial's FHN Position: Q1 2026 in Review

Summit Financial sold out of First Horizon (FHN) in Q1 2026, closing a stake of 8,571 shares — an estimated $206K sold.

Summit Financial first reported a position in FHN in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Summit Financial reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
Summit Financial sold 8,571 First Horizon shares in Q1 2026, an estimated $206K.
Summit Financial first reported a position in First Horizon in Q4 2025 and held it in 1 quarter.
Summit Financial's First Horizon position peaked at $206K in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.