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Clearstead Trust’s First Horizon FHN Stock Holding History

Clearstead Trust’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 		$11.9K Buy
+465
New +$11.3K ﹤0.01% 579
2025
Q2 		– Sell
-214
Closed -$4.16K – 1510
2025
Q1 		$4.16K Buy
+214
New +$4.41K ﹤0.01% 641

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 Trust's FHN Position: Q2 2026 in Review

Clearstead Trust opened a new position in First Horizon (FHN) in Q2 2026: 465 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in FHN as recently as Q1 2025.

Clearstead Trust first reported a position in FHN in Q1 2025 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Clearstead Trust held 465 shares of First Horizon worth $11.9K as of Q2 2026.
  • First Horizon was a new Clearstead Trust position in Q2 2026.
  • First Horizon made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #579 holding.
  • Clearstead Trust first reported a position in First Horizon in Q1 2025 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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