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Annis Gardner Whiting Capital Advisors’s First Horizon FHN Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-15
Closed -$342 – 649
2026
Q1 		$342 Sell
15
-23
-61% -$550 ﹤0.01% 1233
2025
Q4 		$909 Buy
+38
New +$847 ﹤0.01% 1059

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

Annis Gardner Whiting Capital Advisors's FHN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of First Horizon (FHN) in Q2 2026, closing a stake of 15 shares — an estimated $342 sold.

Annis Gardner Whiting Capital Advisors first reported a position in FHN in Q4 2025 and held it in 2 quarters. The position peaked at $909 in Q4 2025. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 15 First Horizon shares in Q2 2026, an estimated $342.
  • Annis Gardner Whiting Capital Advisors first reported a position in First Horizon in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's First Horizon position peaked at $909 in Q4 2025.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.