Chicago Partners Investment Group’s First Horizon FHN Stock Holding History

Chicago Partners Investment Group’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	$758K	Buy	29,700 +10,429	+54%	+$254K	0.02%	782
2026 Q1	$474K	Buy	19,271 +9,654	+100%	+$231K	0.01%	923
2025 Q4	$230K	Buy	+9,617	New	+$214K	0.01%	1171
2025 Q3	–	Sell	-9,514	Closed	-$215K	–	1227
2025 Q2	$215K	Buy	+9,514	New	+$181K	0.01%	1014
2025 Q1	–	Sell	-10,079	Closed	-$208K	–	950
2024 Q4	$208K	Buy	+10,079	New	+$190K	0.01%	806

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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's FHN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Horizon (FHN) stake by 54% in Q2 2026, buying an estimated $254K and bringing the position to 29,700 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #782.

Chicago Partners Investment Group first reported a position in FHN in Q4 2024 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Chicago Partners Investment Group held 29,700 shares of First Horizon worth $758K as of Q2 2026.
Chicago Partners Investment Group bought 10,429 First Horizon shares in Q2 2026, an estimated $254K.
First Horizon made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #782 holding.
Chicago Partners Investment Group first reported a position in First Horizon in Q4 2024 and has held it in 5 quarters since.
672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.