Mount Yale Investment Advisors’s First Horizon FHN Stock Holding History

Mount Yale Investment Advisors’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	Sell	44,599 -348	-0.8%	-$8.49K	0.02%	548
2026 Q1	$1.03M	Sell	44,947 -3,437	-7%	-$82.2K	0.02%	508
2025 Q4	$1.16M	Sell	48,384 -81	-0.2%	-$1.81K	0.06%	292
2025 Q3	$1.1M	Buy	48,465 +47,772	+6,894%	+$1.06M	0.08%	267
2025 Q2	$14.7K	Buy	+693	New	+$13.2K	﹤0.01%	1090
2018 Q4	–	Sell	-1,810	Closed	-$30K	–	472
2018 Q3	$30K	Sell	1,810 -293	-14%	-$5.29K	0.01%	702
2018 Q2	$38K	Hold	2,103	–	–	0.01%	682
2018 Q1	$40K	Buy	+2,103	New	+$41.4K	0.01%	661

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's FHN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Horizon (FHN) stake by 0.77% in Q2 2026, selling an estimated $8.49K and leaving 44,599 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #548.

Mount Yale Investment Advisors first reported a position in FHN in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Mount Yale Investment Advisors held 44,599 shares of First Horizon worth $1.15M as of Q2 2026.
Mount Yale Investment Advisors sold 348 First Horizon shares in Q2 2026, an estimated $8.49K.
First Horizon made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #548 holding.
Mount Yale Investment Advisors first reported a position in First Horizon in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's First Horizon position peaked at $1.16M in Q4 2025.
671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.