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Evolve Private Wealth’s First Horizon FHN Stock Holding History

Evolve 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 		$249K Sell
9,616
-7,543
-44% -$184K 0.02% 829
2026
Q1 		$391K Buy
17,159
+2,733
+19% +$65.4K 0.02% 682
2025
Q4 		$347K Buy
+14,426
New +$322K 0.02% 673

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

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

Evolve Private Wealth reduced its First Horizon (FHN) stake by 44% in Q2 2026, selling an estimated $184K and leaving 9,616 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #829.

Evolve Private Wealth first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q1 2026. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Evolve Private Wealth held 9,616 shares of First Horizon worth $249K as of Q2 2026.
  • Evolve Private Wealth sold 7,543 First Horizon shares in Q2 2026, an estimated $184K.
  • First Horizon made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #829 holding.
  • Evolve Private Wealth first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's First Horizon position peaked at $391K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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