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NewEdge Advisors’s First Horizon FHN Stock Holding History

NewEdge 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 		$5.36M Sell
235,525
-1,928
-0.8% -$46.1K 0.02% 661
2025
Q4 		$5.68M Buy
237,453
+4,250
+2% +$94.7K 0.02% 609
2025
Q3 		$5.27M Sell
233,203
-2,886
-1% -$64.1K 0.02% 602
2025
Q2 		$5.01M Sell
236,089
-938
-0.4% -$17.9K 0.03% 572
2025
Q1 		$4.6M Buy
237,027
+32,780
+16% +$675K 0.03% 533
2024
Q4 		$4.11M Sell
204,247
-50,229
-20% -$945K 0.02% 566
2024
Q3 		$3.95M Sell
254,476
-94,896
-27% -$1.51M 0.03% 556
2024
Q2 		$5.51M Buy
349,372
+127,893
+58% +$1.94M 0.04% 420
2024
Q1 		$3.41M Sell
221,479
-8,332
-4% -$120K 0.03% 511
2023
Q4 		$3.26M Buy
229,811
+10,978
+5% +$132K 0.03% 488
2023
Q3 		$2.41M Buy
218,833
+8,146
+4% +$101K 0.03% 543
2023
Q2 		$2.37M Buy
210,687
+11,875
+6% +$159K 0.03% 536
2023
Q1 		$3.53M Buy
198,812
+79,246
+66% +$1.76M 0.04% 376
2022
Q4 		$785K Buy
119,566
+54,415
+84% +$1.32M 0.02% 597
2022
Q3 		$1.49M Sell
65,151
-2,353
-3% -$53.5K 0.02% 513
2022
Q2 		$1.48M Buy
67,504
+10,418
+18% +$234K 0.02% 525
2022
Q1 		$1.34M Sell
57,086
-20,952
-27% -$418K 0.02% 547
2021
Q4 		$1.27M Sell
78,038
-28,543
-27% -$476K 0.02% 617
2021
Q3 		$1.74M Buy
106,581
+275
+0.3% +$4.38K 0.04% 355
2021
Q2 		$1.84M Buy
106,306
+64,349
+153% +$1.17M 0.05% 333
2021
Q1 		$710K Buy
41,957
+128
+0.3% +$2.02K 0.02% 561
2020
Q4 		$534K Buy
41,829
+72
+0.2% +$843 0.02% 605
2020
Q3 		$394K Buy
+41,757
New +$393K 0.01% 642

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's FHN Position: Q1 2026 in Review

NewEdge Advisors reduced its First Horizon (FHN) stake by 0.81% in Q1 2026, selling an estimated $46.1K and leaving 235,525 shares worth $5.36M. The position accounts for 0.02% of the portfolio, ranked #661.

NewEdge Advisors first reported a position in FHN in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.68M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • NewEdge Advisors held 235,525 shares of First Horizon worth $5.36M as of Q1 2026.
  • NewEdge Advisors sold 1,928 First Horizon shares in Q1 2026, an estimated $46.1K.
  • First Horizon made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #661 holding.
  • NewEdge Advisors first reported a position in First Horizon in Q3 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's First Horizon position peaked at $5.68M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.