IAA
FHN icon

Independent Advisor Alliance’s First Horizon FHN Stock Holding History

Independent Advisor Alliance’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 		$1.6M Sell
62,210
-284
-0.5% -$6.93K 0.04% 332
2026
Q1 		$1.42M Buy
62,494
+1,473
+2% +$35.2K 0.02% 668
2025
Q4 		$1.46M Buy
61,021
+97
+0.2% +$2.16K 0.04% 373
2025
Q3 		$1.38M Sell
60,924
-634
-1% -$14.1K 0.04% 371
2025
Q2 		$1.31M Buy
61,558
+2,908
+5% +$55.4K 0.04% 356
2025
Q1 		$1.14M Buy
58,650
+920
+2% +$18.9K 0.04% 353
2024
Q4 		$1.16M Buy
57,730
+632
+1% +$11.9K 0.02% 688
2024
Q3 		$887K Buy
57,098
+2,157
+4% +$34.3K 0.03% 348
2024
Q2 		$866K Sell
54,941
-6,290
-10% -$95.3K 0.03% 354
2024
Q1 		$943K Buy
61,231
+3,471
+6% +$49.8K 0.03% 334
2023
Q4 		$818K Buy
57,760
+3,976
+7% +$47.9K 0.03% 340
2023
Q3 		$593K Buy
+53,784
New +$666K 0.03% 383
2020
Q2 		– Sell
-22,129
Closed -$178K – 510
2020
Q1 		$178K Buy
+22,129
New +$307K 0.03% 370

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

Independent Advisor Alliance's FHN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its First Horizon (FHN) stake by 0.45% in Q2 2026, selling an estimated $6.93K and leaving 62,210 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #332.

Independent Advisor Alliance first reported a position in FHN in Q1 2020 and has held it in 13 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Independent Advisor Alliance held 62,210 shares of First Horizon worth $1.6M as of Q2 2026.
  • Independent Advisor Alliance sold 284 First Horizon shares in Q2 2026, an estimated $6.93K.
  • First Horizon made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #332 holding.
  • Independent Advisor Alliance first reported a position in First Horizon in Q1 2020 and has held it in 13 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.