PWM
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Perigon Wealth Management’s First Horizon FHN Stock Holding History

Perigon 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
Q1 		$324K Buy
14,233
+860
+6% +$20.6K 0.01% 989
2025
Q4 		$320K Buy
13,373
+39
+0.3% +$869 0.01% 988
2025
Q3 		$301K Buy
13,334
+326
+3% +$7.24K 0.01% 958
2025
Q2 		$276K Buy
13,008
+94
+0.7% +$1.79K 0.01% 867
2025
Q1 		$251K Buy
12,914
+216
+2% +$4.45K 0.01% 878
2024
Q4 		$271K Buy
12,698
+1,149
+10% +$21.6K 0.01% 858
2024
Q3 		$179K Buy
11,549
+248
+2% +$3.94K ﹤0.01% 951
2024
Q2 		$178K Sell
11,301
-219
-2% -$3.32K 0.01% 824
2024
Q1 		$177K Buy
11,520
+804
+8% +$11.5K 0.01% 816
2023
Q4 		$152K Sell
10,716
-2,112
-16% -$25.4K 0.01% 802
2023
Q3 		$141K Sell
12,828
-2,473
-16% -$30.6K 0.01% 744
2023
Q2 		$172K Buy
15,301
+3,460
+29% +$46.4K 0.01% 740
2023
Q1 		$211K Sell
11,841
-4,764
-29% -$106K 0.01% 659
2022
Q4 		$407K Buy
+16,605
New +$402K 0.03% 435
2018
Q2 		– Sell
-1
Closed – – 366
2018
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 653

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

Perigon Wealth Management's FHN Position: Q1 2026 in Review

Perigon Wealth Management increased its First Horizon (FHN) stake by 6.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 14,233 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #989.

Perigon Wealth Management first reported a position in FHN in Q1 2018 and has held it in 15 quarters since. The position peaked at $407K in Q4 2022. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Perigon Wealth Management held 14,233 shares of First Horizon worth $324K as of Q1 2026.
  • Perigon Wealth Management bought 860 First Horizon shares in Q1 2026, an estimated $20.6K.
  • First Horizon made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #989 holding.
  • Perigon Wealth Management first reported a position in First Horizon in Q1 2018 and has held it in 15 quarters since.
  • Perigon Wealth Management's First Horizon position peaked at $407K in Q4 2022.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.