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 Q1	$11.4K	Buy	+500	New	+$12K	﹤0.01%	3206

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's FHN Position: Q1 2026 in Review

Cerity Partners increased its First Horizon (FHN) stake by 77% in Q1 2026, buying an estimated $3.04M and bringing the position to 291,798 shares worth $6.64M. The position accounts for 0.01% of the portfolio, ranked #887.

Cerity Partners first reported a position in FHN in Q1 2023 and has held it in 10 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Cerity Partners held 291,798 shares of First Horizon worth $6.64M as of Q1 2026.
Cerity Partners bought 127,212 First Horizon shares in Q1 2026, an estimated $3.04M.
First Horizon made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #887 holding.
Cerity Partners first reported a position in First Horizon in Q1 2023 and has held it in 10 quarters since.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.