Perigon Wealth Management
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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
Q3 		$330K Buy
14,347
+340
+2% +$8.49K 0.01% 1092
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Reliant Investment Management
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Perigon Wealth Management's FHN Position: Q3 2026 in Review

Perigon Wealth Management increased its First Horizon (FHN) stake by 2.4% in Q3 2026, buying an estimated $8.49K and bringing the position to 14,347 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1092.

Perigon Wealth Management first reported a position in FHN in Q1 2018 and has held it in 17 quarters since. The position peaked at $407K in Q4 2022. 113 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Perigon Wealth Management held 14,347 shares of First Horizon worth $330K as of Q3 2026.
  • Perigon Wealth Management bought 340 First Horizon shares in Q3 2026, an estimated $8.49K.
  • First Horizon made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1092 holding.
  • Perigon Wealth Management first reported a position in First Horizon in Q1 2018 and has held it in 17 quarters since.
  • Perigon Wealth Management's First Horizon position peaked at $407K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.