MFG
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Merit Financial Group’s First Horizon FHN Stock Holding History

Merit Financial Group’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 		$1.15M Buy
44,783
+2,995
+7% +$73K 0.01% 1019
2026
Q1 		$951K Buy
41,788
+15,151
+57% +$362K 0.01% 1007
2025
Q4 		$637K Buy
26,637
+2,586
+11% +$57.6K 0.01% 1150
2025
Q3 		$544K Buy
24,051
+461
+2% +$10.2K 0.01% 1139
2025
Q2 		$500K Sell
23,590
-632
-3% -$12K 0.01% 1104
2025
Q1 		$470K Buy
24,222
+1,709
+8% +$35.2K 0.01% 962
2024
Q4 		$453K Buy
+22,513
New +$423K 0.01% 758

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

Merit Financial Group's FHN Position: Q2 2026 in Review

Merit Financial Group increased its First Horizon (FHN) stake by 7.2% in Q2 2026, buying an estimated $73K and bringing the position to 44,783 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1019.

Merit Financial Group 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.

  • Merit Financial Group held 44,783 shares of First Horizon worth $1.15M as of Q2 2026.
  • Merit Financial Group bought 2,995 First Horizon shares in Q2 2026, an estimated $73K.
  • First Horizon made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1019 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.