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IFP Advisors’s First Horizon FHN Stock Holding History

IFP 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 		$190K Buy
7,391
+951
+15% +$23.2K ﹤0.01% 1562
2026
Q1 		$147K Buy
6,440
+72
+1% +$1.72K ﹤0.01% 1575
2025
Q4 		$152K Buy
6,368
+49
+0.8% +$1.09K ﹤0.01% 1528
2025
Q3 		$143K Buy
6,319
+2,024
+47% +$45K ﹤0.01% 1466
2025
Q2 		$192K Sell
4,295
-1,682
-28% -$32K 0.01% 1291
2025
Q1 		$116K Hold
5,977
– – ﹤0.01% 1442
2024
Q4 		$120K Buy
5,977
+3,518
+143% +$66.2K ﹤0.01% 1382
2024
Q3 		$38.2K Hold
2,459
– – ﹤0.01% 1854
2024
Q2 		$38.8K Buy
2,459
+59
+2% +$894 ﹤0.01% 1778
2024
Q1 		$37K Buy
2,400
+76
+3% +$1.09K ﹤0.01% 1699
2023
Q4 		$32.9K Sell
2,324
-2,536
-52% -$30.5K ﹤0.01% 1719
2023
Q3 		$53.6K Buy
4,860
+189
+4% +$2.34K ﹤0.01% 1523
2023
Q2 		$52.6K Sell
4,671
-1,333
-22% -$17.9K ﹤0.01% 1579
2023
Q1 		$112K Sell
6,004
-23,136
-79% -$514K ﹤0.01% 1205
2022
Q4 		$548K Buy
29,140
+1,058
+4% +$25.6K 0.01% 852
2022
Q3 		$528K Buy
28,082
+409
+1% +$9.29K 0.01% 908
2022
Q2 		$521K Hold
27,673
– – 0.02% 832
2022
Q1 		$521K Buy
27,673
+21,008
+315% +$419K 0.02% 832
2021
Q4 		$108K Hold
6,665
– – ﹤0.01% 1235
2021
Q3 		$107K Sell
6,665
-2,848
-30% -$45.4K ﹤0.01% 1260
2021
Q2 		$163K Buy
9,513
+6,547
+221% +$119K ﹤0.01% 1007
2021
Q1 		$50K Buy
2,966
+491
+20% +$7.77K ﹤0.01% 1467
2020
Q4 		$31K Hold
2,475
– – ﹤0.01% 1623
2020
Q3 		$23K Buy
2,475
+2,443
+7,634% +$23K ﹤0.01% 1585
2020
Q2 		$0 Sell
32
-147
-82% -$1.34K ﹤0.01% 2796
2020
Q1 		$2K Buy
179
+93
+108% +$1.29K ﹤0.01% 2356
2019
Q4 		$1K Sell
86
-355
-80% -$5.76K ﹤0.01% 2657
2019
Q3 		$7K Buy
+441
New +$6.97K ﹤0.01% 2217
2019
Q1 		– Sell
-12,756
Closed -$166K – 2698
2018
Q4 		$166K Buy
12,756
+7,025
+123% +$109K 0.01% 940
2018
Q3 		$99K Buy
5,731
+4,800
+516% +$86.6K ﹤0.01% 1474
2018
Q2 		$17K Buy
931
+100
+12% +$1.88K ﹤0.01% 2567
2018
Q1 		$17K Hold
831
– – ﹤0.01% 2486
2017
Q4 		$17K Sell
831
-4,449
-84% -$85.6K ﹤0.01% 2522
2017
Q3 		$101K Buy
5,280
+631
+14% +$11.1K ﹤0.01% 1549
2017
Q2 		$81K Hold
4,649
– – ﹤0.01% 1655
2017
Q1 		$86K Hold
4,649
– – ﹤0.01% 1581
2016
Q4 		$93K Sell
4,649
-13,040
-74% -$230K ﹤0.01% 1499
2016
Q3 		$269K Hold
17,689
– – 0.01% 861
2016
Q2 		$244K Buy
+17,689
New +$245K 0.01% 876
2016
Q1 		– Sell
-5,321
Closed -$77K – 2713
2015
Q4 		$77K Buy
+5,321
New +$77.1K 0.01% 1326

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

IFP Advisors's FHN Position: Q2 2026 in Review

IFP Advisors increased its First Horizon (FHN) stake by 15% in Q2 2026, buying an estimated $23.2K and bringing the position to 7,391 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

IFP Advisors first reported a position in FHN in Q4 2015 and has held it in 40 quarters since. The position peaked at $548K in Q4 2022. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • IFP Advisors held 7,391 shares of First Horizon worth $190K as of Q2 2026.
  • IFP Advisors bought 951 First Horizon shares in Q2 2026, an estimated $23.2K.
  • First Horizon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1562 holding.
  • IFP Advisors first reported a position in First Horizon in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's First Horizon position peaked at $548K in Q4 2022.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.