Bell Investment Advisors’s First Horizon FHN Stock Holding History

Bell Investment 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	$20K	Hold	780	–	–	﹤0.01%	468
2026 Q1	$17.8K	Hold	780	–	–	﹤0.01%	474
2025 Q4	$18.6K	Hold	780	–	–	﹤0.01%	467
2025 Q3	$17.6K	Hold	780	–	–	﹤0.01%	444
2025 Q2	$16.5K	Hold	780	–	–	﹤0.01%	484
2025 Q1	$15.1K	Hold	780	–	–	﹤0.01%	470
2024 Q4	$15.7K	Sell	780 -36	-4%	-$677	﹤0.01%	449
2024 Q3	$12.7K	Hold	816	–	–	﹤0.01%	536
2024 Q2	$12.9K	Hold	816	–	–	﹤0.01%	519
2024 Q1	$12.6K	Hold	816	–	–	﹤0.01%	507
2023 Q4	$11.6K	Buy	816 +44	+6%	+$530	﹤0.01%	506
2023 Q3	$8.51K	Sell	772 -6	-0.8%	-$74	﹤0.01%	575
2023 Q2	$8.77K	Sell	778 -65	-8%	-$871	﹤0.01%	564
2023 Q1	$15K	Buy	843 +23	+3%	+$511	﹤0.01%	371
2022 Q4	$20.1K	Hold	820	–	–	0.01%	304
2022 Q3	$19K	Hold	820	–	–	0.01%	268
2022 Q2	$18K	Buy	+820	New	+$18.4K	0.01%	282
2021 Q4	$13K	Buy	820 +30	+4%	+$500	﹤0.01%	408
2021 Q3	$13K	Buy	+790	New	+$12.6K	﹤0.01%	386

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

Bell Investment Advisors's FHN Position: Q2 2026 in Review

Bell Investment Advisors held its First Horizon (FHN) position steady in Q2 2026 at 780 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Bell Investment Advisors first reported a position in FHN in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.1K in Q4 2022. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Bell Investment Advisors held 780 shares of First Horizon worth $20K as of Q2 2026.
Bell Investment Advisors left its First Horizon share count unchanged in Q2 2026.
First Horizon made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #468 holding.
Bell Investment Advisors first reported a position in First Horizon in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's First Horizon position peaked at $20.1K in Q4 2022.
672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.