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Physician Wealth Advisors’s First Horizon FHN Stock Holding History

Physician Wealth Advisors’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 		$3.44K Buy
134
+45
+51% +$1.1K ﹤0.01% 1265
2026
Q1 		$2.03K Hold
89
– – ﹤0.01% 1349
2025
Q4 		$2.13K Sell
89
-49
-36% -$1.09K ﹤0.01% 1265
2025
Q3 		$3.12K Buy
138
+49
+55% +$1.09K ﹤0.01% 1058
2025
Q2 		$1.89K Buy
+89
New +$1.7K ﹤0.01% 1072

Other funds holding FHN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Physician Wealth Advisors's FHN Position: Q2 2026 in Review

Physician Wealth Advisors increased its First Horizon (FHN) stake by 51% in Q2 2026, buying an estimated $1.1K and bringing the position to 134 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Physician Wealth Advisors first reported a position in FHN in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Physician Wealth Advisors held 134 shares of First Horizon worth $3.44K as of Q2 2026.
  • Physician Wealth Advisors bought 45 First Horizon shares in Q2 2026, an estimated $1.1K.
  • First Horizon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1265 holding.
  • Physician Wealth Advisors first reported a position in First Horizon in Q2 2025 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.