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Montag & Associates’s First Horizon FHN Stock Holding History

Montag & Associates’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
Q1 		$17.9K Hold
780
– – ﹤0.01% 692
2025
Q4 		$18.8K Buy
+780
New +$17.4K ﹤0.01% 708

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's FHN Position: Q1 2026 in Review

Montag & Associates held its First Horizon (FHN) position steady in Q1 2026 at 780 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Montag & Associates first reported a position in FHN in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.8K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Montag & Associates held 780 shares of First Horizon worth $17.9K as of Q1 2026.
  • Montag & Associates left its First Horizon share count unchanged in Q1 2026.
  • First Horizon made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #692 holding.
  • Montag & Associates first reported a position in First Horizon in Q4 2025 and has held it in 2 quarters since.
  • Montag & Associates's First Horizon position peaked at $18.8K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.