AWM
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Affinity Wealth Management’s First Horizon FHN Stock Holding History

Affinity Wealth Management’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 Buy
11,427
+219
+2% +$5.34K 0.04% 95
2026
Q1 		$255K Buy
11,208
+229
+2% +$5.48K 0.04% 89
2025
Q4 		$262K Sell
10,979
-49
-0.4% -$1.09K 0.04% 89
2025
Q3 		$249K Buy
+11,028
New +$245K 0.04% 89

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

Affinity Wealth Management's FHN Position: Q2 2026 in Review

Affinity Wealth Management increased its First Horizon (FHN) stake by 2% in Q2 2026, buying an estimated $5.34K and bringing the position to 11,427 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #95.

Affinity Wealth Management first reported a position in FHN in Q3 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Affinity Wealth Management held 11,427 shares of First Horizon worth $293K as of Q2 2026.
  • Affinity Wealth Management bought 219 First Horizon shares in Q2 2026, an estimated $5.34K.
  • First Horizon made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Affinity Wealth Management first reported a position in First Horizon in Q3 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.