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Clearstead Advisors’s First Horizon FHN Stock Holding History

Clearstead Advisors’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 		$29.9K Buy
1,166
+1,011
+652% +$24.7K ﹤0.01% 1671
2026
Q1 		$3.53K Sell
155
-1,685
-92% -$40.3K ﹤0.01% 1787
2025
Q4 		$44K Sell
1,840
-1,815
-50% -$40.5K ﹤0.01% 1457
2025
Q3 		$82.6K Buy
3,655
+30
+0.8% +$667 ﹤0.01% 1106
2025
Q2 		$76.8K Buy
3,625
+3,412
+1,602% +$65K ﹤0.01% 1146
2025
Q1 		$4.14K Buy
213
+143
+204% +$2.94K ﹤0.01% 1781
2024
Q4 		$1.4K Buy
70
+1
+1% +$19 ﹤0.01% 1886
2024
Q3 		$1.07K Buy
+69
New +$1.1K ﹤0.01% 1909
2023
Q2 		– Sell
-1,489
Closed -$26.5K – 1401
2023
Q1 		$26.5K Hold
1,489
– – ﹤0.01% 798
2022
Q4 		$36.5K Hold
1,489
– – ﹤0.01% 678
2022
Q3 		$34K Hold
1,489
– – ﹤0.01% 683
2022
Q2 		$33K Sell
1,489
-27,274
-95% -$613K ﹤0.01% 705
2022
Q1 		$676K Buy
28,763
+27,274
+1,832% +$544K 0.05% 226
2021
Q4 		$24K Buy
+1,489
New +$24.8K ﹤0.01% 779

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
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

Clearstead Advisors's FHN Position: Q2 2026 in Review

Clearstead Advisors increased its First Horizon (FHN) stake by 652% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,166 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Clearstead Advisors first reported a position in FHN in Q4 2021 and has held it in 14 quarters since. The position peaked at $676K in Q1 2022. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Clearstead Advisors held 1,166 shares of First Horizon worth $29.9K as of Q2 2026.
  • Clearstead Advisors bought 1,011 First Horizon shares in Q2 2026, an estimated $24.7K.
  • First Horizon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1671 holding.
  • Clearstead Advisors first reported a position in First Horizon in Q4 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's First Horizon position peaked at $676K in Q1 2022.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.