HWA
FHN icon

HHM Wealth Advisors’s First Horizon FHN Stock Holding History

HHM 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 		$545K Hold
21,239
– – 0.05% 122
2026
Q1 		$483K Hold
21,239
– – 0.06% 119
2025
Q4 		$508K Sell
21,239
-1,600
-7% -$35.7K 0.06% 114
2025
Q3 		$516K Sell
22,839
-2,104
-8% -$46.8K 0.06% 114
2025
Q2 		$529K Buy
24,943
+17,408
+231% +$332K 0.06% 112
2025
Q1 		$146K Sell
7,535
-4,151
-36% -$85.4K 0.02% 225
2024
Q4 		$235K Buy
11,686
+16
+0.1% +$301 0.03% 173
2024
Q3 		$181K Hold
11,670
– – 0.03% 181
2024
Q2 		$184K Hold
11,670
– – 0.03% 181
2024
Q1 		$180K Sell
11,670
-350
-3% -$5.02K 0.03% 157
2023
Q4 		$170K Buy
12,020
+350
+3% +$4.21K 0.03% 156
2023
Q3 		$129K Hold
11,670
– – 0.03% 172
2023
Q2 		$132K Hold
11,670
– – 0.02% 177
2023
Q1 		$207K Hold
11,670
– – 0.04% 127
2022
Q4 		$286K Hold
11,670
– – 0.07% 95
2022
Q3 		$267K Sell
11,670
-1,975
-14% -$44.9K 0.07% 89
2022
Q2 		$298K Sell
13,645
-1,000
-7% -$22.5K 0.08% 95
2022
Q1 		$344K Sell
14,645
-900
-6% -$18K 0.08% 95
2021
Q4 		$254K Hold
15,545
– – 0.06% 120
2021
Q3 		$253K Buy
15,545
+2,875
+23% +$45.8K 0.07% 107
2021
Q2 		$219K Hold
12,670
– – 0.06% 123
2021
Q1 		$214K Sell
12,670
-15,716
-55% -$249K 0.07% 106
2020
Q4 		$362K Hold
28,386
– – 0.12% 65
2020
Q3 		$268K Buy
28,386
+16,216
+133% +$152K 0.11% 69
2020
Q2 		$121K Buy
12,170
+4,135
+51% +$37.6K 0.05% 114
2020
Q1 		$65K Sell
8,035
-2,787
-26% -$38.7K 0.03% 176
2019
Q4 		$179K Sell
10,822
-5,897
-35% -$95.7K 0.09% 82
2019
Q3 		$271K Hold
16,719
– – 0.15% 63
2019
Q2 		$250K Hold
16,719
– – 0.15% 61
2019
Q1 		$234K Buy
+16,719
New +$247K 0.15% 60

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

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

HHM Wealth Advisors held its First Horizon (FHN) position steady in Q2 2026 at 21,239 shares worth $545K. The position accounts for 0.05% of the portfolio, ranked #122.

HHM Wealth Advisors first reported a position in FHN in Q1 2019 and has held it in 30 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • HHM Wealth Advisors held 21,239 shares of First Horizon worth $545K as of Q2 2026.
  • HHM Wealth Advisors left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • HHM Wealth Advisors first reported a position in First Horizon in Q1 2019 and has held it in 30 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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