New Age Alpha Advisors’s First Horizon FHN Stock Holding History

New Age Alpha 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	$6.25M	Sell	243,733 -26,409	-10%	-$644K	0.26%	87
2026 Q1	$6.15M	Sell	270,142 -10,188	-4%	-$244K	0.29%	91
2025 Q4	$6.7M	Sell	280,330 -45,476	-14%	-$1.01M	0.29%	83
2025 Q3	$7.37M	Sell	325,806 -7,006	-2%	-$156K	0.31%	72
2025 Q2	$7.06M	Sell	332,812 -13,092	-4%	-$249K	0.31%	73
2025 Q1	$6.72M	Buy	345,904 +41,133	+13%	+$847K	0.3%	84
2024 Q4	$6.14M	Buy	+304,771	New	+$5.73M	0.25%	105

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

New Age Alpha Advisors's FHN Position: Q2 2026 in Review

New Age Alpha Advisors reduced its First Horizon (FHN) stake by 9.8% in Q2 2026, selling an estimated $644K and leaving 243,733 shares worth $6.25M. The position accounts for 0.26% of the portfolio, ranked #87.

New Age Alpha Advisors first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.37M in Q3 2025. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

New Age Alpha Advisors held 243,733 shares of First Horizon worth $6.25M as of Q2 2026.
New Age Alpha Advisors sold 26,409 First Horizon shares in Q2 2026, an estimated $644K.
First Horizon made up 0.26% of New Age Alpha Advisors's portfolio in Q2 2026, its #87 holding.
New Age Alpha Advisors first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's First Horizon position peaked at $7.37M in Q3 2025.
675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.