Position in WT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$36,014
+$5,133 QoQ
Shares Held
2,126
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#251
of 310 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FIRST HORIZON CORP holds $10,015,450 across 49 Asset Management names. WT ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
30,872 | $5,235,891 | |
| 2 | BLK |
BlackRock, Inc.
|
1,830 | $1,759,654 | |
| 3 | AMP |
Ameriprise Financial Inc
|
2,563 | $1,175,801 | |
| 4 | BX |
Blackstone Inc.
|
3,526 | $414,903 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
13,212 | $378,259 | |
| 6 | KKR |
KKR & Co. Inc.
|
1,909 | $175,207 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,228 | $145,283 | |
| 8 | RJF |
Raymond James Financial Inc
|
680 | $103,379 |
All Filings in WT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,014 | 2,126 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $30,881 | 2,121 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $26,707 | 2,191 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $31,510 | 2,267 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||