Cerity Partners
FHN icon

Cerity Partners’s First Horizon FHN Stock Holding History

Cerity Partners’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 		$6.89M Sell
268,881
-22,917
-8% -$559K 0.01% 953
2026
Q1 		$6.64M Buy
291,798
+127,212
+77% +$3.04M 0.01% 887
2025
Q4 		$3.93M Buy
164,586
+19,141
+13% +$427K 0.01% 1039
2025
Q3 		$3.29M Sell
145,445
-7,433
-5% -$165K 0.01% 1059
2025
Q2 		$3.24M Buy
152,878
+26,323
+21% +$502K 0.01% 1005
2025
Q1 		$2.46M Buy
126,555
+22,852
+22% +$470K 0.01% 1019
2024
Q4 		$1.95M Sell
103,703
-10,826
-9% -$204K ﹤0.01% 1118
2024
Q3 		$1.78M Buy
114,529
+35,479
+45% +$563K ﹤0.01% 1144
2024
Q2 		$1.25M Buy
79,050
+26,678
+51% +$404K ﹤0.01% 1124
2024
Q1 		$807K Buy
+52,372
New +$752K ﹤0.01% 1371
2023
Q2 		– Sell
-7,450
Closed -$2.07M – 1752
2023
Q1 		$2.07M Buy
+7,450
New +$166K ﹤0.01% 714

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cerity Partners's FHN Position: Q2 2026 in Review

Cerity Partners reduced its First Horizon (FHN) stake by 7.9% in Q2 2026, selling an estimated $559K and leaving 268,881 shares worth $6.89M. The position accounts for 0.01% of the portfolio, ranked #953.

Cerity Partners first reported a position in FHN in Q1 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Cerity Partners held 268,881 shares of First Horizon worth $6.89M as of Q2 2026.
  • Cerity Partners sold 22,917 First Horizon shares in Q2 2026, an estimated $559K.
  • First Horizon made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #953 holding.
  • Cerity Partners first reported a position in First Horizon in Q1 2023 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.