HWM
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HB Wealth Management’s First Horizon FHN Stock Holding History

HB Wealth 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 		$1.4M Buy
54,413
+5,180
+11% +$126K 0.01% 602
2026
Q1 		$1.12M Buy
49,233
+9,346
+23% +$224K 0.01% 617
2025
Q4 		$953K Buy
39,887
+1,154
+3% +$25.7K 0.01% 645
2025
Q3 		$876K Sell
38,733
-558
-1% -$12.4K 0.01% 654
2025
Q2 		$833K Sell
39,291
-1,008
-3% -$19.2K 0.01% 588
2025
Q1 		$783K Buy
40,299
+5,118
+15% +$105K 0.01% 609
2024
Q4 		$709K Sell
35,181
-1,354
-4% -$25.5K 0.01% 508
2024
Q3 		$567K Buy
36,535
+277
+0.8% +$4.4K 0.01% 548
2024
Q2 		$572K Buy
36,258
+9,571
+36% +$145K 0.01% 506
2024
Q1 		$411K Buy
26,687
+616
+2% +$8.84K 0.01% 555
2023
Q4 		$369K Buy
26,071
+2,433
+10% +$29.3K 0.01% 537
2023
Q3 		$260K Buy
23,638
+11,701
+98% +$145K ﹤0.01% 607
2023
Q2 		$135K Sell
11,937
-6,273
-34% -$84K ﹤0.01% 703
2023
Q1 		$324K Buy
18,210
+552
+3% +$12.3K 0.01% 515
2022
Q4 		$433K Buy
17,658
+5,765
+48% +$140K 0.01% 429
2022
Q3 		$272K Buy
11,893
+164
+1% +$3.73K 0.01% 464
2022
Q2 		$256K Buy
11,729
+402
+4% +$9.04K 0.01% 481
2022
Q1 		$266K Sell
11,327
-1
-0% -$20 ﹤0.01% 481
2021
Q4 		$185K Buy
+11,328
New +$189K ﹤0.01% 500

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

HB Wealth Management's FHN Position: Q2 2026 in Review

HB Wealth Management increased its First Horizon (FHN) stake by 11% in Q2 2026, buying an estimated $126K and bringing the position to 54,413 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #602.

HB Wealth Management first reported a position in FHN in Q4 2021 and has held it in 19 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • HB Wealth Management held 54,413 shares of First Horizon worth $1.4M as of Q2 2026.
  • HB Wealth Management bought 5,180 First Horizon shares in Q2 2026, an estimated $126K.
  • First Horizon made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #602 holding.
  • HB Wealth Management first reported a position in First Horizon in Q4 2021 and has held it in 19 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.