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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
Q2 		$389K Sell
15,170
-83,193
-85% -$2.03M ﹤0.01% 1669
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
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 $3.38T AUM 44.17% 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

Atria Investments's FHN Position: Q2 2026 in Review

Atria Investments reduced its First Horizon (FHN) stake by 85% in Q2 2026, selling an estimated $2.03M and leaving 15,170 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Atria Investments first reported a position in FHN in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2025. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Atria Investments held 15,170 shares of First Horizon worth $389K as of Q2 2026.
  • Atria Investments sold 83,193 First Horizon shares in Q2 2026, an estimated $2.03M.
  • First Horizon made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1669 holding.
  • Atria Investments first reported a position in First Horizon in Q4 2019 and has held it in 11 quarters since.
  • Atria Investments's First Horizon position peaked at $2.34M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.