Atria Investments’s First Horizon FHN Stock Holding History

Atria Investments’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 Q1	$2.24M	Buy	98,363 +655	+0.7%	+$15.7K	0.03%	661
2025 Q4	$2.34M	Buy	97,708 +81,809	+515%	+$1.82M	0.03%	665
2025 Q3	$359K	Buy	+15,899	New	+$353K	﹤0.01%	1617
2025 Q1	–	Sell	-21,934	Closed	-$442K	–	1924
2024 Q4	$442K	Buy	+21,934	New	+$413K	0.01%	1389
2024 Q3	–	Sell	-10,688	Closed	-$169K	–	1946
2024 Q2	$169K	Buy	+10,688	New	+$162K	﹤0.01%	1839
2022 Q2	–	Sell	-59,001	Closed	-$1.39M	–	788
2022 Q1	$1.39M	Buy	+59,001	New	+$1.18M	0.02%	708
2021 Q4	–	Sell	-92,737	Closed	-$1.51M	–	860
2021 Q3	$1.51M	Sell	92,737 -47	-0.1%	-$749	0.03%	640
2021 Q2	$1.6M	Buy	92,784 +3,020	+3%	+$54.8K	0.03%	592
2021 Q1	$1.52M	Buy	+89,764	New	+$1.42M	0.03%	551
2020 Q1	–	Sell	-10,731	Closed	-$178K	–	750
2019 Q4	$178K	Buy	+10,731	New	+$174K	﹤0.01%	1162

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's FHN Position: Q1 2026 in Review

Atria Investments increased its First Horizon (FHN) stake by 0.67% in Q1 2026, buying an estimated $15.7K and bringing the position to 98,363 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #661.

Atria Investments first reported a position in FHN in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Atria Investments held 98,363 shares of First Horizon worth $2.24M as of Q1 2026.
Atria Investments bought 655 First Horizon shares in Q1 2026, an estimated $15.7K.
First Horizon made up 0.03% of Atria Investments's portfolio in Q1 2026, its #661 holding.
Atria Investments first reported a position in First Horizon in Q4 2019 and has held it in 10 quarters since.
Atria Investments's First Horizon position peaked at $2.34M in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.