Nalls Sherbakoff Group’s First Horizon FHN Stock Holding History

Nalls Sherbakoff 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	$28.2K	Sell	1,101 -13,923	-93%	-$340K	0.02%	230
2026 Q1	$342K	Hold	15,024	–	–	0.25%	66
2025 Q4	$359K	Hold	15,024	–	–	0.26%	61
2025 Q3	$340K	Hold	15,024	–	–	0.23%	66
2025 Q2	$319K	Buy	15,024 +725	+5%	+$13.8K	0.23%	69
2025 Q1	$278K	Buy	+14,299	New	+$294K	0.23%	69
2023 Q4	$202K	Hold	14,299	–	–	0.18%	79
2023 Q3	$158K	Hold	14,299	–	–	0.15%	93
2023 Q2	$147K	Hold	14,299	–	–	0.14%	98
2023 Q1	$249K	Buy	+14,299	New	+$318K	0.25%	61
2018 Q4	$441K	Buy	+33,488	New	+$521K	0.7%	31

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's FHN Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its First Horizon (FHN) stake by 93% in Q2 2026, selling an estimated $340K and leaving 1,101 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #230.

Nalls Sherbakoff Group first reported a position in FHN in Q4 2018 and has held it in 11 quarters since. The position peaked at $441K in Q4 2018. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Nalls Sherbakoff Group held 1,101 shares of First Horizon worth $28.2K as of Q2 2026.
Nalls Sherbakoff Group sold 13,923 First Horizon shares in Q2 2026, an estimated $340K.
First Horizon made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #230 holding.
Nalls Sherbakoff Group first reported a position in First Horizon in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's First Horizon position peaked at $441K in Q4 2018.
675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.