MWM
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Modern Wealth Management’s First Horizon FHN Stock Holding History

Modern Wealth 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 		$224K Buy
+8,750
New +$213K ﹤0.01% 998

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

Modern Wealth Management's FHN Position: Q2 2026 in Review

Modern Wealth Management opened a new position in First Horizon (FHN) in Q2 2026: 8,750 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Modern Wealth Management held 8,750 shares of First Horizon worth $224K as of Q2 2026.
  • First Horizon was a new Modern Wealth Management position in Q2 2026.
  • First Horizon made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #998 holding.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.