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Bay Harbor Wealth Management’s First Horizon FHN Stock Holding History

Bay Harbor 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 		$1.99K Buy
77
+21
+38% +$512 ﹤0.01% 653
2026
Q1 		$1.28K Buy
56
+26
+87% +$622 ﹤0.01% 683
2025
Q4 		$721 Buy
30
+7
+30% +$156 ﹤0.01% 724
2025
Q3 		$523 Buy
23
+2
+10% +$44 ﹤0.01% 715
2025
Q2 		$448 Buy
21
+16
+320% +$305 ﹤0.01% 673
2025
Q1 		$97 Buy
+5
New +$103 ﹤0.01% 883

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's FHN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its First Horizon (FHN) stake by 38% in Q2 2026, buying an estimated $512 and bringing the position to 77 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Bay Harbor Wealth Management first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Bay Harbor Wealth Management held 77 shares of First Horizon worth $1.99K as of Q2 2026.
  • Bay Harbor Wealth Management bought 21 First Horizon shares in Q2 2026, an estimated $512.
  • First Horizon made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Bay Harbor Wealth Management first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.