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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's FHN Position: Q1 2026 in Review

New Age Alpha Advisors reduced its First Horizon (FHN) stake by 3.6% in Q1 2026, selling an estimated $244K and leaving 270,142 shares worth $6.15M. The position accounts for 0.29% of the portfolio, ranked #91.

New Age Alpha Advisors first reported a position in FHN in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.37M in Q3 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

New Age Alpha Advisors held 270,142 shares of First Horizon worth $6.15M as of Q1 2026.
New Age Alpha Advisors sold 10,188 First Horizon shares in Q1 2026, an estimated $244K.
First Horizon made up 0.29% of New Age Alpha Advisors's portfolio in Q1 2026, its #91 holding.
New Age Alpha Advisors first reported a position in First Horizon in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's First Horizon position peaked at $7.37M in Q3 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.