Cary Street Partners Investment Advisory’s First Horizon FHN Stock Holding History

Cary Street Partners Investment Advisory’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	$48.4K	Sell	1,888 -151	-7%	-$3.68K	0.01%	593
2026 Q1	$46.4K	Buy	2,039 +26	+1%	+$622	0.01%	552
2025 Q4	$48.1K	Buy	2,013 +1,874	+1,348%	+$41.8K	0.01%	518
2025 Q3	$3.14K	Hold	139	–	–	﹤0.01%	577
2025 Q2	$2.95K	Buy	139 +40	+40%	+$762	﹤0.01%	556
2025 Q1	$1.92K	Buy	+99	New	+$2.04K	﹤0.01%	543
2024 Q4	–	Sell	-18,557	Closed	-$288K	–	576
2024 Q3	$288K	Buy	18,557 +18	+0.1%	+$286	0.01%	632
2024 Q2	$292K	Buy	18,539 +4	+0%	+$61	0.01%	602
2024 Q1	$285K	Hold	18,535	–	–	0.01%	571
2023 Q4	$262K	Hold	18,535	–	–	0.01%	554
2023 Q3	$204K	Buy	18,535 +4,985	+37%	+$61.7K	0.01%	549
2023 Q2	$153K	Hold	13,550	–	–	0.01%	578
2023 Q1	$241K	Hold	13,550	–	–	0.02%	439
2022 Q4	$332K	Sell	13,550 -1,885	-12%	-$45.7K	0.02%	388
2022 Q3	$353K	Buy	15,435 +636	+4%	+$14.5K	0.03%	364
2022 Q2	$324K	Sell	14,799 -861	-5%	-$19.4K	0.03%	349
2022 Q1	$370K	Buy	15,660 +2,110	+16%	+$42.1K	0.1%	180
2021 Q4	$221K	Buy	13,550 +500	+4%	+$8.34K	0.06%	241
2021 Q3	$213K	Sell	13,050 -250	-2%	-$3.98K	0.07%	228
2021 Q2	$230K	Buy	13,300 +12,800	+2,560%	+$232K	0.07%	217
2021 Q1	$8K	Buy	+500	New	+$7.91K	﹤0.01%	305
2020 Q4	–	Sell	-14,550	Closed	-$137K	–	521
2020 Q3	$137K	Buy	+14,550	New	+$137K	0.03%	323

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's FHN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its First Horizon (FHN) stake by 7.4% in Q2 2026, selling an estimated $3.68K and leaving 1,888 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #593.

Cary Street Partners Investment Advisory first reported a position in FHN in Q3 2020 and has held it in 22 quarters since. The position peaked at $370K in Q1 2022. 411 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Cary Street Partners Investment Advisory held 1,888 shares of First Horizon worth $48.4K as of Q2 2026.
Cary Street Partners Investment Advisory sold 151 First Horizon shares in Q2 2026, an estimated $3.68K.
First Horizon made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #593 holding.
Cary Street Partners Investment Advisory first reported a position in First Horizon in Q3 2020 and has held it in 22 quarters since.
Cary Street Partners Investment Advisory's First Horizon position peaked at $370K in Q1 2022.
411 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.