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KMG Fiduciary Partners’s First Horizon FHN Stock Holding History

KMG Fiduciary Partners’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 		$587K Sell
22,900
-602
-3% -$14.7K 0.05% 145
2026
Q1 		$535K Hold
23,502
– – 0.04% 199
2025
Q4 		$562K Sell
23,502
-324
-1% -$7.22K 0.04% 194
2025
Q3 		$539K Hold
23,826
– – 0.04% 226
2025
Q2 		$505K Sell
23,826
-6,664
-22% -$127K 0.04% 231
2025
Q1 		$592K Sell
30,490
-112,577
-79% -$2.32M 0.05% 213
2024
Q4 		$2.88M Sell
143,067
-7,134
-5% -$134K 0.24% 97
2024
Q3 		$2.33M Buy
150,201
+952
+0.6% +$15.1K 0.2% 111
2024
Q2 		$2.35M Buy
149,249
+1,544
+1% +$23.4K 0.23% 90
2024
Q1 		$2.27M Sell
147,705
-34,425
-19% -$494K 0.24% 92
2023
Q4 		$2.58M Buy
182,130
+2,638
+1% +$31.8K 0.3% 82
2023
Q3 		$1.98M Buy
179,492
+9,182
+5% +$114K 0.26% 92
2023
Q2 		$1.92M Buy
170,310
+60,824
+56% +$815K 0.25% 97
2023
Q1 		$1.95M Buy
109,486
+2,090
+2% +$46.4K 0.28% 92
2022
Q4 		$2.63M Sell
107,396
-14,860
-12% -$360K 0.43% 71
2022
Q3 		$2.8M Buy
122,256
+71,482
+141% +$1.62M 0.54% 55
2022
Q2 		$1.11M Buy
50,774
+23,505
+86% +$528K 0.21% 98
2022
Q1 		$641K Buy
27,269
+11,729
+75% +$234K 0.1% 132
2021
Q4 		$254K Hold
15,540
– – 0.04% 179
2021
Q3 		$253K Sell
15,540
-2,147
-12% -$34.2K 0.04% 180
2021
Q2 		$306K Buy
17,687
+1,351
+8% +$24.5K 0.05% 161
2021
Q1 		$276K Buy
+16,336
New +$258K 0.05% 150

Other funds holding FHN

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

KMG Fiduciary Partners's FHN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its First Horizon (FHN) stake by 2.6% in Q2 2026, selling an estimated $14.7K and leaving 22,900 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #145.

KMG Fiduciary Partners first reported a position in FHN in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.88M in Q4 2024. 69 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • KMG Fiduciary Partners held 22,900 shares of First Horizon worth $587K as of Q2 2026.
  • KMG Fiduciary Partners sold 602 First Horizon shares in Q2 2026, an estimated $14.7K.
  • First Horizon made up 0.05% of KMG Fiduciary Partners's portfolio in Q2 2026, its #145 holding.
  • KMG Fiduciary Partners first reported a position in First Horizon in Q1 2021 and has held it in 22 quarters since.
  • KMG Fiduciary Partners's First Horizon position peaked at $2.88M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.