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Personal CFO Solutions’s First Horizon FHN Stock Holding History

Personal CFO Solutions’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 		$329K Buy
12,749
+916
+8% +$22.3K 0.05% 368
2026
Q1 		$271K Buy
+11,833
New +$283K 0.04% 411

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

Personal CFO Solutions's FHN Position: Q2 2026 in Review

Personal CFO Solutions increased its First Horizon (FHN) stake by 7.7% in Q2 2026, buying an estimated $22.3K and bringing the position to 12,749 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #368.

Personal CFO Solutions first reported a position in FHN in Q1 2026 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Personal CFO Solutions held 12,749 shares of First Horizon worth $329K as of Q2 2026.
  • Personal CFO Solutions bought 916 First Horizon shares in Q2 2026, an estimated $22.3K.
  • First Horizon made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #368 holding.
  • Personal CFO Solutions first reported a position in First Horizon in Q1 2026 and has held it in 2 quarters since.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.