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JFS Wealth Advisors’s First Horizon FHN Stock Holding History

JFS 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 		$5.8K Buy
225
+34
+18% +$829 ﹤0.01% 1227
2026
Q1 		$4.37K Buy
191
+14
+8% +$335 ﹤0.01% 1242
2025
Q4 		$4.25K Buy
177
+116
+190% +$2.59K ﹤0.01% 1302
2025
Q3 		$1.38K Sell
61
-8
-12% -$178 ﹤0.01% 1533
2025
Q2 		$1.46K Sell
69
-71
-51% -$1.35K ﹤0.01% 1476
2025
Q1 		$2.72K Buy
140
+22
+19% +$453 ﹤0.01% 1351
2024
Q4 		$2.38K Buy
118
+104
+743% +$1.96K ﹤0.01% 1406
2024
Q3 		$218 Buy
14
+5
+56% +$79 ﹤0.01% 1861
2024
Q2 		$142 Hold
9
– – ﹤0.01% 1910
2024
Q1 		$139 Buy
+9
New +$129 ﹤0.01% 1921
2023
Q2 		– Sell
-383
Closed -$6.81K – 1992
2023
Q1 		$6.81K Hold
383
– – ﹤0.01% 875
2022
Q4 		$9.38K Hold
383
– – ﹤0.01% 734
2022
Q3 		$9K Hold
383
– – ﹤0.01% 764
2022
Q2 		$8K Hold
383
– – ﹤0.01% 823
2022
Q1 		$9K Buy
383
+211
+123% +$4.21K ﹤0.01% 819
2021
Q4 		$3K Buy
+172
New +$2.87K ﹤0.01% 938

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

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

JFS Wealth Advisors increased its First Horizon (FHN) stake by 18% in Q2 2026, buying an estimated $829 and bringing the position to 225 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

JFS Wealth Advisors first reported a position in FHN in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.38K in Q4 2022. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • JFS Wealth Advisors held 225 shares of First Horizon worth $5.8K as of Q2 2026.
  • JFS Wealth Advisors bought 34 First Horizon shares in Q2 2026, an estimated $829.
  • First Horizon made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1227 holding.
  • JFS Wealth Advisors first reported a position in First Horizon in Q4 2021 and has held it in 16 quarters since.
  • JFS Wealth Advisors's First Horizon position peaked at $9.38K in Q4 2022.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.