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EP Wealth Advisors’s First Horizon FHN Stock Holding History

EP Wealth 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 		$333K Buy
12,982
+1,031
+9% +$25.1K ﹤0.01% 1226
2026
Q1 		$272K Buy
11,951
+359
+3% +$8.59K ﹤0.01% 1225
2025
Q4 		$277K Buy
+11,592
New +$258K ﹤0.01% 1183
2025
Q2 		$340K Sell
16,016
-1,379
-8% -$26.3K ﹤0.01% 945
2025
Q1 		$338K Buy
17,395
+5,644
+48% +$116K ﹤0.01% 857
2024
Q4 		$237K Buy
11,751
+3
+0% +$56 ﹤0.01% 981
2024
Q3 		$182K Buy
+11,748
New +$187K ﹤0.01% 1069

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

EP Wealth Advisors's FHN Position: Q2 2026 in Review

EP Wealth Advisors increased its First Horizon (FHN) stake by 8.6% in Q2 2026, buying an estimated $25.1K and bringing the position to 12,982 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

EP Wealth Advisors first reported a position in FHN in Q3 2024 and has held it in 7 quarters since. The position peaked at $340K in Q2 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • EP Wealth Advisors held 12,982 shares of First Horizon worth $333K as of Q2 2026.
  • EP Wealth Advisors bought 1,031 First Horizon shares in Q2 2026, an estimated $25.1K.
  • First Horizon made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1226 holding.
  • EP Wealth Advisors first reported a position in First Horizon in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's First Horizon position peaked at $340K in Q2 2025.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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