Corient Private Wealth
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Corient Private Wealth’s First Horizon FHN Stock Holding History

Corient Private Wealth’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 		$5.16M Sell
201,282
-9,133
-4% -$223K 0.01% 888
2026
Q1 		$4.79M Buy
210,415
+83,553
+66% +$2M 0.01% 863
2025
Q4 		$3.03M Buy
126,862
+5,511
+5% +$123K ﹤0.01% 960
2025
Q3 		$2.74M Buy
121,351
+1,998
+2% +$44.4K ﹤0.01% 936
2025
Q2 		$2.53M Sell
119,353
-8,197
-6% -$156K ﹤0.01% 933
2025
Q1 		$2.48M Sell
127,550
-2,466
-2% -$50.8K ﹤0.01% 900
2024
Q4 		$2.62M Sell
130,016
-4,299
-3% -$80.9K ﹤0.01% 900
2024
Q3 		$2.09M Sell
134,315
-5,729
-4% -$91K ﹤0.01% 1078
2024
Q2 		$2.21M Sell
140,044
-5,602
-4% -$84.8K ﹤0.01% 984
2024
Q1 		$2.24M Sell
145,646
-22,192
-13% -$319K ﹤0.01% 976
2023
Q4 		$2.38M Sell
167,838
-14,349
-8% -$173K ﹤0.01% 930
2023
Q3 		$2.01M Sell
182,187
-19,156
-10% -$237K ﹤0.01% 913
2023
Q2 		$2.27M Buy
201,343
+18,658
+10% +$250K 0.01% 859
2023
Q1 		$3.25M Sell
182,685
-10,079
-5% -$224K 0.01% 705
2022
Q4 		$4.72M Buy
+192,764
New +$4.67M 0.02% 517

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

Corient Private Wealth's FHN Position: Q2 2026 in Review

Corient Private Wealth reduced its First Horizon (FHN) stake by 4.3% in Q2 2026, selling an estimated $223K and leaving 201,282 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #888.

Corient Private Wealth first reported a position in FHN in Q4 2022 and has held it in 15 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Corient Private Wealth held 201,282 shares of First Horizon worth $5.16M as of Q2 2026.
  • Corient Private Wealth sold 9,133 First Horizon shares in Q2 2026, an estimated $223K.
  • First Horizon made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #888 holding.
  • Corient Private Wealth first reported a position in First Horizon in Q4 2022 and has held it in 15 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.