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Integrated Wealth Concepts’s First Horizon FHN Stock Holding History

Integrated Wealth Concepts’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 		$549K Buy
21,396
+1,385
+7% +$33.8K ﹤0.01% 1720
2026
Q1 		$455K Buy
+20,011
New +$479K ﹤0.01% 1594

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

Integrated Wealth Concepts's FHN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Horizon (FHN) stake by 6.9% in Q2 2026, buying an estimated $33.8K and bringing the position to 21,396 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Integrated Wealth Concepts first reported a position in FHN in Q1 2026 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Integrated Wealth Concepts held 21,396 shares of First Horizon worth $549K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,385 First Horizon shares in Q2 2026, an estimated $33.8K.
  • First Horizon made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1720 holding.
  • Integrated Wealth Concepts first reported a position in First Horizon in Q1 2026 and has held it in 2 quarters since.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.