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Navigoe Wealth Management’s First Horizon FHN Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+32
New +$780 ﹤0.01% 679
2026
Q1 		– Sell
-1,128
Closed -$26K – 234
2025
Q4 		$26K Hold
1,128
– – 0.02% 102
2025
Q3 		$25K Buy
+1,128
New +$25.1K 0.02% 101

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

Navigoe Wealth Management's FHN Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in First Horizon (FHN) in Q2 2026: 32 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in FHN as recently as Q4 2025.

Navigoe Wealth Management first reported a position in FHN in Q3 2025 and has held it in 3 quarters since. The position peaked at $26K in Q4 2025. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Navigoe Wealth Management held 32 shares of First Horizon worth $0 as of Q2 2026.
  • First Horizon was a new Navigoe Wealth Management position in Q2 2026.
  • First Horizon made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Navigoe Wealth Management first reported a position in First Horizon in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's First Horizon position peaked at $26K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.