Aptus Capital Advisors’s First Horizon FHN Stock Holding History

Aptus 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	$333K	Sell	12,990 -1,158	-8%	-$28.2K	﹤0.01%	911
2026 Q1	$322K	Sell	14,148 -414	-3%	-$9.9K	﹤0.01%	852
2025 Q4	$348K	Buy	14,562 +3,265	+29%	+$72.8K	﹤0.01%	845
2025 Q3	$255K	Sell	11,297 -992	-8%	-$22K	﹤0.01%	889
2025 Q2	$261K	Buy	12,289 +357	+3%	+$6.8K	﹤0.01%	861
2025 Q1	$232K	Buy	11,932 +188	+2%	+$3.87K	﹤0.01%	849
2024 Q4	$238K	Buy	+11,744	New	+$221K	﹤0.01%	840
2023 Q1	–	Sell	-31,229	Closed	-$765K	–	824
2022 Q4	$765K	Sell	31,229 -11,290	-27%	-$274K	0.02%	298
2022 Q3	$983K	Buy	+42,519	New	+$966K	0.02%	265

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aptus Capital Advisors's FHN Position: Q2 2026 in Review

Aptus Capital Advisors reduced its First Horizon (FHN) stake by 8.2% in Q2 2026, selling an estimated $28.2K and leaving 12,990 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Aptus Capital Advisors first reported a position in FHN in Q3 2022 and has held it in 9 quarters since. The position peaked at $983K in Q3 2022. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Aptus Capital Advisors held 12,990 shares of First Horizon worth $333K as of Q2 2026.
Aptus Capital Advisors sold 1,158 First Horizon shares in Q2 2026, an estimated $28.2K.
First Horizon made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #911 holding.
Aptus Capital Advisors first reported a position in First Horizon in Q3 2022 and has held it in 9 quarters since.
Aptus Capital Advisors's First Horizon position peaked at $983K in Q3 2022.
673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.