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Barnes Pettey Financial Advisors’s First Horizon FHN Stock Holding History

Barnes Pettey Financial 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 		$491K Buy
19,153
+7
+0% +$171 0.15% 109
2026
Q1 		$436K Sell
19,146
-493
-3% -$11.8K 0.19% 99
2025
Q4 		$469K Sell
19,639
-2,195
-10% -$48.9K 0.23% 82
2025
Q3 		$494K Buy
21,834
+8,757
+67% +$195K 0.27% 67
2025
Q2 		$277K Sell
13,077
-344
-3% -$6.55K 0.19% 85
2025
Q1 		$261K Sell
13,421
-681
-5% -$14K 0.2% 79
2024
Q4 		$284K Sell
14,102
-86
-0.6% -$1.62K 0.22% 78
2024
Q3 		$220K Sell
14,188
-294
-2% -$4.67K 0.18% 93
2024
Q2 		$228K Buy
14,482
+13
+0.1% +$197 0.2% 83
2024
Q1 		$223K Sell
14,469
-1,085
-7% -$15.6K 0.19% 86
2023
Q4 		$220K Sell
15,554
-1,851
-11% -$22.3K 0.18% 92
2023
Q3 		$192K Buy
17,405
+22
+0.1% +$273 0.18% 93
2023
Q2 		$196K Buy
17,383
+899
+5% +$12K 0.17% 98
2023
Q1 		$293K Sell
16,484
-182
-1% -$4.04K 0.28% 72
2022
Q4 		$408K Sell
16,666
-4,176
-20% -$101K 0.42% 54
2022
Q3 		$477K Buy
20,842
+11
+0.1% +$250 0.65% 42
2022
Q2 		$455K Buy
20,831
+1,210
+6% +$27.2K 0.59% 45
2022
Q1 		$461K Sell
19,621
-30
-0.2% -$598 0.56% 49
2021
Q4 		$321K Buy
+19,651
New +$328K 0.37% 66

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Barnes Pettey Financial Advisors's FHN Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its First Horizon (FHN) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 19,153 shares worth $491K. The position accounts for 0.15% of the portfolio, ranked #109.

Barnes Pettey Financial Advisors first reported a position in FHN in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q3 2025. 332 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Barnes Pettey Financial Advisors held 19,153 shares of First Horizon worth $491K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 7 First Horizon shares in Q2 2026, an estimated $171.
  • First Horizon made up 0.15% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Barnes Pettey Financial Advisors first reported a position in First Horizon in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's First Horizon position peaked at $494K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.