KF
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Krilogy Financial’s First Horizon FHN Stock Holding History

Krilogy Financial’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 		$706K Buy
27,546
+9,103
+49% +$222K 0.02% 508
2026
Q1 		$442K Buy
18,443
+944
+5% +$22.6K 0.01% 615
2025
Q4 		$424K Buy
17,499
+664
+4% +$14.8K 0.01% 620
2025
Q3 		$362K Buy
16,835
+4,754
+39% +$106K 0.01% 623
2025
Q2 		$256K Sell
12,081
-875
-7% -$16.7K 0.01% 242
2025
Q1 		$252K Buy
12,956
+5
+0% +$103 0.02% 218
2024
Q4 		$261K Buy
+12,951
New +$244K 0.02% 216

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

Krilogy Financial's FHN Position: Q2 2026 in Review

Krilogy Financial increased its First Horizon (FHN) stake by 49% in Q2 2026, buying an estimated $222K and bringing the position to 27,546 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #508.

Krilogy Financial first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Krilogy Financial held 27,546 shares of First Horizon worth $706K as of Q2 2026.
  • Krilogy Financial bought 9,103 First Horizon shares in Q2 2026, an estimated $222K.
  • First Horizon made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #508 holding.
  • Krilogy Financial first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.