Harmony Asset Management’s First Horizon FHN Stock Holding History

Harmony Asset Management’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	$681K	Sell	26,567 -62,685	-70%	-$1.53M	0.18%	107
2026 Q1	$2.03M	Sell	89,252 -8,487	-9%	-$203K	0.62%	45
2025 Q4	$2.34M	Sell	97,739 -2,387	-2%	-$53.2K	0.78%	32
2025 Q3	$2.26M	Sell	100,126 -485	-0.5%	-$10.8K	0.78%	29
2025 Q2	$2.13M	Buy	100,611 +315	+0.3%	+$6K	0.8%	29
2025 Q1	$1.95M	Buy	100,296 +5,837	+6%	+$120K	0.82%	33
2024 Q4	$1.9M	Buy	94,459 +13,439	+17%	+$253K	0.75%	37
2024 Q3	$1.26M	Buy	81,020 +4,510	+6%	+$71.6K	0.46%	54
2024 Q2	$1.21M	Buy	76,510 +8,710	+13%	+$132K	0.51%	51
2024 Q1	$1.04M	Buy	67,800 +2,200	+3%	+$31.6K	0.43%	61
2023 Q4	$929K	Buy	+65,600	New	+$790K	0.39%	68

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harmony Asset Management's FHN Position: Q2 2026 in Review

Harmony Asset Management reduced its First Horizon (FHN) stake by 70% in Q2 2026, selling an estimated $1.53M and leaving 26,567 shares worth $681K. The position accounts for 0.18% of the portfolio, ranked #107.

Harmony Asset Management first reported a position in FHN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2025. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Harmony Asset Management held 26,567 shares of First Horizon worth $681K as of Q2 2026.
Harmony Asset Management sold 62,685 First Horizon shares in Q2 2026, an estimated $1.53M.
First Horizon made up 0.18% of Harmony Asset Management's portfolio in Q2 2026, its #107 holding.
Harmony Asset Management first reported a position in First Horizon in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's First Horizon position peaked at $2.34M in Q4 2025.
672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.