Bartlett & Co Wealth Management’s First Horizon FHN Stock Holding History

Bartlett & Co Wealth Management’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	$155	Hold	6	–	–	﹤0.01%	1292
2026 Q1	$148	Buy	+6	New	+$143	﹤0.01%	1233
2022 Q4	–	Sell	-235	Closed	-$5.42K	–	1136
2022 Q3	$5.42K	Hold	235	–	–	﹤0.01%	910
2022 Q2	$5.17K	Hold	235	–	–	﹤0.01%	1006
2022 Q1	$5.55K	Buy	+235	New	+$4.69K	﹤0.01%	901
2020 Q1	–	Sell	-4,442	Closed	-$74.2K	–	858
2019 Q4	$74.2K	Hold	4,442	–	–	﹤0.01%	457
2019 Q3	$72.6K	Hold	4,442	–	–	﹤0.01%	444
2019 Q2	$66.9K	Hold	4,442	–	–	﹤0.01%	385
2019 Q1	$62.7K	Hold	4,442	–	–	﹤0.01%	388
2018 Q4	$58.5K	Sell	4,442 -71	-2%	-$1.1K	﹤0.01%	388
2018 Q3	$78.4K	Hold	4,513	–	–	﹤0.01%	359
2018 Q2	$81.1K	Sell	4,513 -2,221	-33%	-$41.8K	﹤0.01%	354
2018 Q1	$128K	Buy	+6,734	New	+$133K	0.01%	297

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

Bartlett & Co Wealth Management's FHN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Horizon (FHN) position steady in Q2 2026 at 6 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Bartlett & Co Wealth Management first reported a position in FHN in Q1 2018 and has held it in 13 quarters since. The position peaked at $128K in Q1 2018. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Bartlett & Co Wealth Management held 6 shares of First Horizon worth $155 as of Q2 2026.
Bartlett & Co Wealth Management left its First Horizon share count unchanged in Q2 2026.
First Horizon made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1292 holding.
Bartlett & Co Wealth Management first reported a position in First Horizon in Q1 2018 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's First Horizon position peaked at $128K in Q1 2018.
672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.