BWL
FHN icon

Bogart Wealth LLC’s First Horizon FHN Stock Holding History

Bogart Wealth LLC’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 		$641 Sell
25
-70
-74% -$1.71K ﹤0.01% 1717
2026
Q1 		$2.16K Buy
95
+67
+239% +$1.6K ﹤0.01% 1258
2025
Q4 		$669 Hold
28
– – ﹤0.01% 1397
2025
Q3 		$633 Hold
28
– – ﹤0.01% 1356
2025
Q2 		$594 Buy
+28
New +$534 ﹤0.01% 1303

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

Bogart Wealth LLC's FHN Position: Q2 2026 in Review

Bogart Wealth LLC reduced its First Horizon (FHN) stake by 74% in Q2 2026, selling an estimated $1.71K and leaving 25 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Bogart Wealth LLC first reported a position in FHN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.16K in Q1 2026. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Bogart Wealth LLC held 25 shares of First Horizon worth $641 as of Q2 2026.
  • Bogart Wealth LLC sold 70 First Horizon shares in Q2 2026, an estimated $1.71K.
  • First Horizon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1717 holding.
  • Bogart Wealth LLC first reported a position in First Horizon in Q2 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's First Horizon position peaked at $2.16K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.