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

Cassaday & 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 		$1.9K Hold
74
– – ﹤0.01% 1030
2026
Q1 		$1.69K Buy
+74
New +$1.77K ﹤0.01% 1085

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

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

Cassaday & Co Wealth Management held its First Horizon (FHN) position steady in Q2 2026 at 74 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Cassaday & Co Wealth Management first reported a position in FHN in Q1 2026 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Cassaday & Co Wealth Management held 74 shares of First Horizon worth $1.9K as of Q2 2026.
  • Cassaday & Co Wealth Management left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1030 holding.
  • Cassaday & Co Wealth Management first reported a position in First Horizon in Q1 2026 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.