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Triveni Capital Investments’s First Horizon FHN Stock Holding History

Triveni Capital Investments’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 		$4.77M Sell
185,844
-98,969
-35% -$2.41M 5.68% 9
2026
Q1 		$6.48M Hold
284,813
– – 6.42% 9
2025
Q4 		$6.81M Buy
+284,813
New +$6.35M 5.08% 11

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

Triveni Capital Investments's FHN Position: Q2 2026 in Review

Triveni Capital Investments reduced its First Horizon (FHN) stake by 35% in Q2 2026, selling an estimated $2.41M and leaving 185,844 shares worth $4.77M. The position accounts for 5.68% of the portfolio, ranked #9.

Triveni Capital Investments first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.81M in Q4 2025. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Triveni Capital Investments held 185,844 shares of First Horizon worth $4.77M as of Q2 2026.
  • Triveni Capital Investments sold 98,969 First Horizon shares in Q2 2026, an estimated $2.41M.
  • First Horizon made up 5.68% of Triveni Capital Investments's portfolio in Q2 2026, its #9 holding.
  • Triveni Capital Investments first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • Triveni Capital Investments's First Horizon position peaked at $6.81M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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