Rothwell Investment Advisors, LLC’s First Horizon FHN Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$11.6K	Buy	+506	New	+$12.6K	0.01%	740

Other funds holding FHN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FHN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in First Horizon (FHN) in Q3 2026: 506 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings.

301 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

Rothwell Investment Advisors, LLC held 506 shares of First Horizon worth $11.6K as of Q3 2026.
First Horizon was a new Rothwell Investment Advisors, LLC position in Q3 2026.
First Horizon made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #740 holding.
301 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.