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Naples Global Advisors’s First Horizon FHN Stock Holding History

Naples Global 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 		$472K Hold
18,272
– – 0.03% 348
2026
Q1 		$419K Sell
18,272
-200
-1% -$4.78K 0.03% 349
2025
Q4 		$444K Sell
18,472
-1,000
-5% -$22.3K 0.03% 342
2025
Q3 		$443K Hold
19,472
– – 0.03% 339
2025
Q2 		$416K Sell
19,472
-3,216
-14% -$61.3K 0.04% 330
2025
Q1 		$444K Hold
22,688
– – 0.04% 313
2024
Q4 		$460K Hold
22,688
– – 0.04% 303
2024
Q3 		$356K Sell
22,688
-1,085
-5% -$17.2K 0.03% 332
2024
Q2 		$378K Hold
23,773
– – 0.04% 316
2024
Q1 		$370K Hold
23,773
– – 0.04% 322
2023
Q4 		$340K Sell
23,773
-4,890
-17% -$58.9K 0.04% 329
2023
Q3 		$320K Hold
28,663
– – 0.04% 325
2023
Q2 		$327K Buy
28,663
+3,875
+16% +$51.9K 0.04% 331
2023
Q1 		$444K Sell
24,788
-18,681
-43% -$415K 0.06% 289
2022
Q4 		$1.07M Buy
43,469
+2,700
+7% +$65.4K 0.14% 199
2022
Q3 		$937K Buy
40,769
+21,074
+107% +$479K 0.13% 199
2022
Q2 		$433K Sell
19,695
-13
-0.1% -$292 0.06% 283
2022
Q1 		$463K Buy
19,708
+2,800
+17% +$55.8K 0.05% 286
2021
Q4 		$276K Hold
16,908
– – 0.03% 357
2021
Q3 		$275K Hold
16,908
– – 0.04% 343
2021
Q2 		$292K Hold
16,908
– – 0.04% 331
2021
Q1 		$286K Hold
16,908
– – 0.04% 315
2020
Q4 		$216K Buy
16,908
+481
+3% +$5.63K 0.04% 333
2020
Q3 		$155K Buy
+16,427
New +$154K 0.03% 333

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

Naples Global Advisors's FHN Position: Q2 2026 in Review

Naples Global Advisors held its First Horizon (FHN) position steady in Q2 2026 at 18,272 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #348.

Naples Global Advisors first reported a position in FHN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2022. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Naples Global Advisors held 18,272 shares of First Horizon worth $472K as of Q2 2026.
  • Naples Global Advisors left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #348 holding.
  • Naples Global Advisors first reported a position in First Horizon in Q3 2020 and has held it in 24 quarters since.
  • Naples Global Advisors's First Horizon position peaked at $1.07M in Q4 2022.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.