Cetera Investment Advisers
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Cetera Investment Advisers’s First Horizon FHN Stock Holding History

Cetera Investment Advisers’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 		$2.01M Sell
78,315
-11,613
-13% -$283K ﹤0.01% 2383
2026
Q1 		$2.05M Buy
89,928
+7,170
+9% +$171K ﹤0.01% 2264
2025
Q4 		$1.98M Buy
82,758
+21,834
+36% +$487K ﹤0.01% 2215
2025
Q3 		$1.38M Buy
60,924
+15,964
+36% +$355K ﹤0.01% 2503
2025
Q2 		$953K Buy
44,960
+6,796
+18% +$129K ﹤0.01% 2414
2025
Q1 		$741K Sell
38,164
-10,408
-21% -$214K ﹤0.01% 2512
2024
Q4 		$978K Sell
48,572
-1,312
-3% -$24.7K ﹤0.01% 2172
2024
Q3 		$775K Sell
49,884
-55,690
-53% -$884K ﹤0.01% 2302
2024
Q2 		$1.66M Buy
105,574
+46,812
+80% +$709K ﹤0.01% 1708
2024
Q1 		$905K Buy
58,762
+48,348
+464% +$694K ﹤0.01% 2156
2023
Q4 		$147K Sell
10,414
-8,200
-44% -$98.7K ﹤0.01% 2097
2023
Q3 		$205K Sell
18,614
-232
-1% -$2.87K ﹤0.01% 1975
2023
Q2 		$212K Sell
18,846
-3,548
-16% -$47.5K ﹤0.01% 1947
2023
Q1 		$398K Buy
22,394
+6,192
+38% +$138K ﹤0.01% 1553
2022
Q4 		$397K Buy
+16,202
New +$393K ﹤0.01% 1507
2022
Q3 		– Sell
-9,939
Closed -$217K – 1789
2022
Q2 		$217K Sell
9,939
-5,799
-37% -$130K ﹤0.01% 1618
2022
Q1 		$370K Buy
15,738
+491
+3% +$9.79K 0.01% 1365
2021
Q4 		$249K Sell
15,247
-667
-4% -$11.1K ﹤0.01% 1598
2021
Q3 		$259K Sell
15,914
-19,612
-55% -$312K ﹤0.01% 1530
2021
Q2 		$614K Sell
35,526
-5,321
-13% -$96.6K 0.01% 1008
2021
Q1 		$691K Sell
40,847
-4,890
-11% -$77.4K 0.01% 818
2020
Q4 		$584K Buy
+45,737
New +$536K 0.01% 892

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's FHN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Horizon (FHN) stake by 13% in Q2 2026, selling an estimated $283K and leaving 78,315 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Cetera Investment Advisers first reported a position in FHN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.05M in Q1 2026. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Cetera Investment Advisers held 78,315 shares of First Horizon worth $2.01M as of Q2 2026.
  • Cetera Investment Advisers sold 11,613 First Horizon shares in Q2 2026, an estimated $283K.
  • First Horizon made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2383 holding.
  • Cetera Investment Advisers first reported a position in First Horizon in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's First Horizon position peaked at $2.05M in Q1 2026.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.