Summit Trail Advisors’s First Horizon FHN Stock Holding History

Summit Trail Advisors’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	$653K	Buy	28,692 +3,625	+14%	+$86.7K	0.01%	1083
2025 Q4	$603K	Buy	25,067 +303	+1%	+$6.75K	0.01%	1021
2025 Q3	$564K	Buy	24,764 +1,537	+7%	+$34.2K	0.01%	1042
2025 Q2	$496K	Buy	+23,227	New	+$443K	0.01%	741
2024 Q4	–	Sell	-12,819	Closed	-$201K	–	519
2024 Q3	$201K	Sell	12,819 -825	-6%	-$13.1K	0.01%	676
2024 Q2	$217K	Buy	+13,644	New	+$207K	0.01%	572
2023 Q4	–	Sell	-12,599	Closed	-$141K	–	571
2023 Q3	$141K	Buy	12,599 +345	+3%	+$4.27K	0.01%	513
2023 Q2	$140K	Buy	+12,254	New	+$164K	0.01%	509
2018 Q1	–	Sell	-833	Closed	-$17K	–	855
2017 Q4	$17K	Buy	+833	New	+$16K	﹤0.01%	1078

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 Trail Advisors's FHN Position: Q1 2026 in Review

Summit Trail Advisors increased its First Horizon (FHN) stake by 14% in Q1 2026, buying an estimated $86.7K and bringing the position to 28,692 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #1083.

Summit Trail Advisors first reported a position in FHN in Q4 2017 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Summit Trail Advisors held 28,692 shares of First Horizon worth $653K as of Q1 2026.
Summit Trail Advisors bought 3,625 First Horizon shares in Q1 2026, an estimated $86.7K.
First Horizon made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1083 holding.
Summit Trail Advisors first reported a position in First Horizon in Q4 2017 and has held it in 9 quarters since.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.