FHC
HFWA icon

First Horizon Corporation’s Heritage Financial HFWA Stock Holding History

First Horizon Corporation’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Hold
395
– – ﹤0.01% 1076
2026
Q1 		$10.3K Hold
395
– – ﹤0.01% 1050
2025
Q4 		$9.34K Hold
395
– – ﹤0.01% 1128
2025
Q3 		$9.55K Buy
+395
New +$9.57K ﹤0.01% 1079

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PAM
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

First Horizon Corporation's HFWA Position: Q2 2026 in Review

First Horizon Corporation held its Heritage Financial (HFWA) position steady in Q2 2026 at 395 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

First Horizon Corporation first reported a position in HFWA in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • First Horizon Corporation held 395 shares of Heritage Financial worth $11.7K as of Q2 2026.
  • First Horizon Corporation left its Heritage Financial share count unchanged in Q2 2026.
  • Heritage Financial made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #1076 holding.
  • First Horizon Corporation first reported a position in Heritage Financial in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.