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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
Q2 		$745K Buy
29,042
+350
+1% +$8.54K 0.01% 1090
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's FHN Position: Q2 2026 in Review

Summit Trail Advisors increased its First Horizon (FHN) stake by 1.2% in Q2 2026, buying an estimated $8.54K and bringing the position to 29,042 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #1090.

Summit Trail Advisors first reported a position in FHN in Q4 2017 and has held it in 10 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Summit Trail Advisors held 29,042 shares of First Horizon worth $745K as of Q2 2026.
  • Summit Trail Advisors bought 350 First Horizon shares in Q2 2026, an estimated $8.54K.
  • First Horizon made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1090 holding.
  • Summit Trail Advisors first reported a position in First Horizon in Q4 2017 and has held it in 10 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.