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	–	Sell	-500	Closed	-$11.4K	–	3466
2026 Q1	$11.4K	Buy	+500	New	+$12K	﹤0.01%	3206

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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 Boston, Massachusetts $1.88T AUM 44.46% 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. 675 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.
675 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.