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
Q2 		$359K Sell
14,007
-226
-2% -$5.51K 0.01% 1032
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 $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

Perigon Wealth Management's FHN Position: Q2 2026 in Review

Perigon Wealth Management reduced its First Horizon (FHN) stake by 1.6% in Q2 2026, selling an estimated $5.51K and leaving 14,007 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1032.

Perigon Wealth Management first reported a position in FHN in Q1 2018 and has held it in 16 quarters since. The position peaked at $407K in Q4 2022. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Perigon Wealth Management held 14,007 shares of First Horizon worth $359K as of Q2 2026.
  • Perigon Wealth Management sold 226 First Horizon shares in Q2 2026, an estimated $5.51K.
  • First Horizon made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • Perigon Wealth Management first reported a position in First Horizon in Q1 2018 and has held it in 16 quarters since.
  • Perigon Wealth Management's First Horizon position peaked at $407K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.