Poinciana Advisors Group’s First Horizon FHN Stock Holding History

Poinciana Advisors Group’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	$334K	Hold	13,025	–	–	0.25%	67
2026 Q1	$296K	Hold	13,025	–	–	0.23%	77
2025 Q4	$311K	Hold	13,025	–	–	0.25%	71
2025 Q3	$294K	Hold	13,025	–	–	0.25%	72
2025 Q2	$276K	Hold	13,025	–	–	0.25%	80
2025 Q1	$253K	Hold	13,025	–	–	0.26%	65
2024 Q4	$262K	Buy	+13,025	New	+$245K	0.27%	71

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Poinciana Advisors Group's FHN Position: Q2 2026 in Review

Poinciana Advisors Group held its First Horizon (FHN) position steady in Q2 2026 at 13,025 shares worth $334K. The position accounts for 0.25% of the portfolio, ranked #67.

Poinciana Advisors Group first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Poinciana Advisors Group held 13,025 shares of First Horizon worth $334K as of Q2 2026.
Poinciana Advisors Group left its First Horizon share count unchanged in Q2 2026.
First Horizon made up 0.25% of Poinciana Advisors Group's portfolio in Q2 2026, its #67 holding.
Poinciana Advisors Group first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
332 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.