Kestra Advisory Services’s First Horizon FHN Stock Holding History

Kestra Advisory Services’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	$774K	Buy	30,205 +12,936	+75%	+$315K	﹤0.01%	2010
2026 Q1	$393K	Sell	17,269 -1,164	-6%	-$27.8K	﹤0.01%	2413
2025 Q4	$441K	Sell	18,433 -9,025	-33%	-$201K	﹤0.01%	2247
2025 Q3	$621K	Sell	27,458 -5,189	-16%	-$115K	﹤0.01%	1908
2025 Q2	$692K	Buy	32,647 +5,928	+22%	+$113K	﹤0.01%	1741
2025 Q1	$519K	Buy	+26,719	New	+$550K	﹤0.01%	1796
2024 Q2	–	Sell	-13,676	Closed	-$211K	–	2639
2024 Q1	$211K	Buy	+13,676	New	+$196K	﹤0.01%	2244
2023 Q3	–	Sell	-11,190	Closed	-$126K	–	2154
2023 Q2	$126K	Buy	11,190 +18	+0.2%	+$241	﹤0.01%	1980
2023 Q1	$199K	Sell	11,172 -51,418	-82%	-$1.14M	﹤0.01%	1844
2022 Q4	$1.53M	Buy	62,590 +18,550	+42%	+$450K	0.01%	863
2022 Q3	$1.01M	Sell	44,040 -13,036	-23%	-$296K	0.01%	970
2022 Q2	$1.25M	Buy	57,076 +36,320	+175%	+$816K	0.01%	867
2022 Q1	$488K	Sell	20,756 -2,698	-12%	-$53.8K	0.01%	1314
2021 Q4	$383K	Buy	23,454 +3,298	+16%	+$55K	﹤0.01%	1465
2021 Q3	$328K	Buy	+20,156	New	+$321K	﹤0.01%	1612
2021 Q1	–	Sell	-12,936	Closed	-$165K	–	1918
2020 Q4	$165K	Buy	+12,936	New	+$152K	﹤0.01%	1744

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's FHN Position: Q2 2026 in Review

Kestra Advisory Services increased its First Horizon (FHN) stake by 75% in Q2 2026, buying an estimated $315K and bringing the position to 30,205 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Kestra Advisory Services first reported a position in FHN in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2022. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Kestra Advisory Services held 30,205 shares of First Horizon worth $774K as of Q2 2026.
Kestra Advisory Services bought 12,936 First Horizon shares in Q2 2026, an estimated $315K.
First Horizon made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2010 holding.
Kestra Advisory Services first reported a position in First Horizon in Q4 2020 and has held it in 16 quarters since.
Kestra Advisory Services's First Horizon position peaked at $1.53M in Q4 2022.
675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.