Jones Financial Companies
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Jones Financial Companies’s First Horizon FHN Stock Holding History

Jones Financial Companies’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 		$10.4M Buy
407,111
+24,794
+6% +$605K ﹤0.01% 914
2026
Q1 		$8.46M Buy
382,317
+372,516
+3,801% +$8.91M ﹤0.01% 880
2025
Q4 		$234K Buy
9,801
+697
+8% +$15.5K ﹤0.01% 1837
2025
Q3 		$208K Buy
9,104
+1,349
+17% +$30K ﹤0.01% 1767
2025
Q2 		$163K Buy
7,755
+343
+5% +$6.54K ﹤0.01% 1742
2025
Q1 		$143K Buy
7,412
+5,922
+397% +$122K ﹤0.01% 1623
2024
Q4 		$30K Buy
+1,490
New +$28K ﹤0.01% 2083
2023
Q3 		– Sell
-510
Closed -$5.75K – 697
2023
Q2 		$5.75K Hold
510
– – ﹤0.01% 485
2023
Q1 		$9.07K Buy
+510
New +$11.3K ﹤0.01% 481
2022
Q3 		– Sell
-385
Closed -$8K – 597
2022
Q2 		$8K Buy
+385
New +$8.65K ﹤0.01% 500
2013
Q4 		– Sell
-572
Closed -$6K – 346
2013
Q3 		$6K Buy
+572
New +$6.75K ﹤0.01% 564

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

Jones Financial Companies's FHN Position: Q2 2026 in Review

Jones Financial Companies increased its First Horizon (FHN) stake by 6.5% in Q2 2026, buying an estimated $605K and bringing the position to 407,111 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Jones Financial Companies first reported a position in FHN in Q3 2013 and has held it in 11 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Jones Financial Companies held 407,111 shares of First Horizon worth $10.4M as of Q2 2026.
  • Jones Financial Companies bought 24,794 First Horizon shares in Q2 2026, an estimated $605K.
  • First Horizon made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #914 holding.
  • Jones Financial Companies first reported a position in First Horizon in Q3 2013 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.