CWA Asset Management Group’s First Horizon FHN Stock Holding History

CWA Asset Management 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	$7.85M	Buy	306,050 +86,063	+39%	+$2.1M	0.24%	92
2026 Q1	$5.01M	Buy	+219,987	New	+$5.26M	0.17%	126
2025 Q4	–	Sell	-156,284	Closed	-$3.53M	–	680
2025 Q3	$3.53M	Buy	156,284 +12,332	+9%	+$274K	0.13%	152
2025 Q2	$3.05M	Buy	143,952 +20,294	+16%	+$387K	0.13%	153
2025 Q1	$2.4M	Buy	+123,658	New	+$2.55M	0.12%	166

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

CWA Asset Management Group's FHN Position: Q2 2026 in Review

CWA Asset Management Group increased its First Horizon (FHN) stake by 39% in Q2 2026, buying an estimated $2.1M and bringing the position to 306,050 shares worth $7.85M. The position accounts for 0.24% of the portfolio, ranked #92.

CWA Asset Management Group first reported a position in FHN in Q1 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

CWA Asset Management Group held 306,050 shares of First Horizon worth $7.85M as of Q2 2026.
CWA Asset Management Group bought 86,063 First Horizon shares in Q2 2026, an estimated $2.1M.
First Horizon made up 0.24% of CWA Asset Management Group's portfolio in Q2 2026, its #92 holding.
CWA Asset Management Group first reported a position in First Horizon in Q1 2025 and has held it in 5 quarters since.
671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.