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SummitTX Capital’s First Horizon FHN Stock Holding History

SummitTX Capital’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 		$13.9M Buy
543,228
+487,262
+871% +$11.9M 0.36% 57
2026
Q1 		$1.27M Sell
55,966
-17,933
-24% -$429K 0.04% 392
2025
Q4 		$1.77M Sell
73,899
-3,212
-4% -$71.6K 0.05% 326
2025
Q3 		$1.74M Sell
77,111
-24,476
-24% -$544K 0.07% 283
2025
Q2 		$2.15M Buy
101,587
+47,460
+88% +$904K 0.09% 238
2025
Q1 		$1.05M Buy
+54,127
New +$1.11M 0.05% 399

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

SummitTX Capital's FHN Position: Q2 2026 in Review

SummitTX Capital increased its First Horizon (FHN) stake by 871% in Q2 2026, buying an estimated $11.9M and bringing the position to 543,228 shares worth $13.9M. The position accounts for 0.36% of the portfolio, ranked #57.

SummitTX Capital first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • SummitTX Capital held 543,228 shares of First Horizon worth $13.9M as of Q2 2026.
  • SummitTX Capital bought 487,262 First Horizon shares in Q2 2026, an estimated $11.9M.
  • First Horizon made up 0.36% of SummitTX Capital's portfolio in Q2 2026, its #57 holding.
  • SummitTX Capital first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.