OAG
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Oakmont Advisory Group’s First Horizon FHN Stock Holding History

Oakmont Advisory Group’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 		$1K Buy
+39
New +$951 ﹤0.01% 457

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

Oakmont Advisory Group's FHN Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in First Horizon (FHN) in Q2 2026: 39 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

670 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Oakmont Advisory Group held 39 shares of First Horizon worth $1K as of Q2 2026.
  • First Horizon was a new Oakmont Advisory Group position in Q2 2026.
  • First Horizon made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #457 holding.
  • 670 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.