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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's FHN Position: Q1 2026 in Review

Kestra Advisory Services reduced its First Horizon (FHN) stake by 6.3% in Q1 2026, selling an estimated $27.8K and leaving 17,269 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Kestra Advisory Services first reported a position in FHN in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2022. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Kestra Advisory Services held 17,269 shares of First Horizon worth $393K as of Q1 2026.
Kestra Advisory Services sold 1,164 First Horizon shares in Q1 2026, an estimated $27.8K.
First Horizon made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2413 holding.
Kestra Advisory Services first reported a position in First Horizon in Q4 2020 and has held it in 15 quarters since.
Kestra Advisory Services's First Horizon position peaked at $1.53M in Q4 2022.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.