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Acumen Wealth Advisors’s First Horizon FHN Stock Holding History

Acumen Wealth Advisors’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 		$293K Hold
11,350
– – 0.06% 92
2026
Q1 		$260K Buy
11,350
+90
+0.8% +$2.15K 0.07% 94
2025
Q4 		$271K Buy
+11,260
New +$251K 0.08% 62

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

Acumen Wealth Advisors's FHN Position: Q2 2026 in Review

Acumen Wealth Advisors held its First Horizon (FHN) position steady in Q2 2026 at 11,350 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #92.

Acumen Wealth Advisors first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Acumen Wealth Advisors held 11,350 shares of First Horizon worth $293K as of Q2 2026.
  • Acumen Wealth Advisors left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up 0.06% of Acumen Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Acumen Wealth Advisors first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.