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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummitTX Capital's FHN Position: Q1 2026 in Review

SummitTX Capital reduced its First Horizon (FHN) stake by 24% in Q1 2026, selling an estimated $429K and leaving 55,966 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #392.

SummitTX Capital first reported a position in FHN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q2 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • SummitTX Capital held 55,966 shares of First Horizon worth $1.27M as of Q1 2026.
  • SummitTX Capital sold 17,933 First Horizon shares in Q1 2026, an estimated $429K.
  • First Horizon made up 0.04% of SummitTX Capital's portfolio in Q1 2026, its #392 holding.
  • SummitTX Capital first reported a position in First Horizon in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's First Horizon position peaked at $2.15M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.