EWA
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EverSource Wealth Advisors’s First Horizon FHN Stock Holding History

EverSource 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 		$187K Sell
7,279
-71,085
-91% -$1.73M 0.01% 1034
2026
Q1 		$1.78M Buy
78,364
+4,102
+6% +$98.1K 0.05% 237
2025
Q4 		$1.77M Buy
74,262
+65,978
+796% +$1.47M 0.07% 214
2025
Q3 		$187K Buy
8,284
+95
+1% +$2.11K 0.01% 934
2025
Q2 		$174K Buy
8,189
+3,835
+88% +$73.1K 0.01% 920
2025
Q1 		$84.5K Sell
4,354
-2,397
-36% -$49.3K ﹤0.01% 979
2024
Q4 		$136K Buy
6,751
+3,801
+129% +$71.5K 0.01% 811
2024
Q3 		$45.8K Sell
2,950
-848
-22% -$13.5K ﹤0.01% 1109
2024
Q2 		$63.5K Sell
3,798
-663
-15% -$10K ﹤0.01% 980
2024
Q1 		$66.6K Buy
4,461
+32
+0.7% +$459 0.01% 865
2023
Q4 		$62.7K Sell
4,429
-65
-1% -$783 0.01% 810
2023
Q3 		$49.5K Sell
4,494
-302
-6% -$3.74K 0.01% 811
2023
Q2 		$54K Buy
4,796
+2,639
+122% +$35.4K 0.01% 806
2023
Q1 		$38.4K Sell
2,157
-389
-15% -$8.64K ﹤0.01% 883
2022
Q4 		$62.4K Buy
2,546
+10
+0.4% +$242 0.01% 669
2022
Q3 		$58K Buy
2,536
+957
+61% +$21.7K 0.01% 597
2022
Q2 		$35K Buy
1,579
+10
+0.6% +$225 0.01% 689
2022
Q1 		$37K Buy
1,569
+14
+0.9% +$279 0.01% 520
2021
Q4 		$25K Buy
+1,555
New +$25.9K 0.01% 595

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

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

EverSource Wealth Advisors reduced its First Horizon (FHN) stake by 91% in Q2 2026, selling an estimated $1.73M and leaving 7,279 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #1034.

EverSource Wealth Advisors first reported a position in FHN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q1 2026. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • EverSource Wealth Advisors held 7,279 shares of First Horizon worth $187K as of Q2 2026.
  • EverSource Wealth Advisors sold 71,085 First Horizon shares in Q2 2026, an estimated $1.73M.
  • First Horizon made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1034 holding.
  • EverSource Wealth Advisors first reported a position in First Horizon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's First Horizon position peaked at $1.78M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.