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Essential Partners’s First Horizon FHN Stock Holding History

Essential Partners’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 		$64.5K Buy
2,517
+1,275
+103% +$31.1K 0.03% 542
2026
Q1 		$28.3K Buy
1,242
+90
+8% +$2.15K 0.01% 796
2025
Q4 		$27.5K Buy
1,152
+27
+2% +$602 0.01% 793
2025
Q3 		$25.4K Hold
1,125
– – 0.01% 809
2025
Q2 		$23.9K Buy
+1,125
New +$21.4K 0.01% 623

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 $3.38T AUM 44.17% 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

Essential Partners's FHN Position: Q2 2026 in Review

Essential Partners increased its First Horizon (FHN) stake by 103% in Q2 2026, buying an estimated $31.1K and bringing the position to 2,517 shares worth $64.5K. The position accounts for 0.03% of the portfolio, ranked #542.

Essential Partners first reported a position in FHN in Q2 2025 and has held it in 5 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Essential Partners held 2,517 shares of First Horizon worth $64.5K as of Q2 2026.
  • Essential Partners bought 1,275 First Horizon shares in Q2 2026, an estimated $31.1K.
  • First Horizon made up 0.03% of Essential Partners's portfolio in Q2 2026, its #542 holding.
  • Essential Partners first reported a position in First Horizon in Q2 2025 and has held it in 5 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.