KIM
FHN icon

Kestra Investment Management’s First Horizon FHN Stock Holding History

Kestra Investment Management’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 		$2.31M Buy
+90,049
New +$2.2M 0.04% 126
2025
Q3 		– Sell
-1,625
Closed -$34.5K – 540
2025
Q2 		$34.5K Buy
1,625
+1,458
+873% +$27.8K ﹤0.01% 494
2025
Q1 		$3.24K Buy
+167
New +$3.44K ﹤0.01% 729

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 $3.38T AUM 44.17% 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

Kestra Investment Management's FHN Position: Q2 2026 in Review

Kestra Investment Management opened a new position in First Horizon (FHN) in Q2 2026: 90,049 shares worth $2.31M. The stake represents 0.04% of the portfolio and ranks #126 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in FHN as recently as Q2 2025.

Kestra Investment Management first reported a position in FHN in Q1 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Kestra Investment Management held 90,049 shares of First Horizon worth $2.31M as of Q2 2026.
  • First Horizon was a new Kestra Investment Management position in Q2 2026.
  • First Horizon made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #126 holding.
  • Kestra Investment Management first reported a position in First Horizon in Q1 2025 and has held it in 3 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.