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MPWM Advisory Solutions’s First Horizon FHN Stock Holding History

MPWM Advisory Solutions’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 		$140K Buy
5,471
+41
+0.8% +$1K 0.06% 131
2026
Q1 		$124K Buy
5,430
+33
+0.6% +$789 0.07% 128
2025
Q4 		$129K Buy
5,397
+36
+0.7% +$803 0.07% 114
2025
Q3 		$121K Sell
5,361
-1,203
-18% -$26.7K 0.07% 105
2025
Q2 		$139K Buy
6,564
+51
+0.8% +$972 0.09% 99
2025
Q1 		$126K Buy
6,513
+48
+0.7% +$988 0.09% 85
2024
Q4 		$130K Buy
+6,465
New +$122K 0.1% 89

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

MPWM Advisory Solutions's FHN Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Horizon (FHN) stake by 0.76% in Q2 2026, buying an estimated $1K and bringing the position to 5,471 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #131.

MPWM Advisory Solutions first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • MPWM Advisory Solutions held 5,471 shares of First Horizon worth $140K as of Q2 2026.
  • MPWM Advisory Solutions bought 41 First Horizon shares in Q2 2026, an estimated $1K.
  • First Horizon made up 0.06% of MPWM Advisory Solutions's portfolio in Q2 2026, its #131 holding.
  • MPWM Advisory Solutions first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.