Prestige Wealth Management Group’s First Horizon FHN Stock Holding History

Prestige Wealth Management 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	$5.32K	Buy	206 +14	+7%	+$341	﹤0.01%	577
2026 Q1	$4.4K	Buy	192 +9	+5%	+$215	﹤0.01%	583
2025 Q4	$4.4K	Hold	183	–	–	﹤0.01%	609
2025 Q3	$4.17K	Hold	183	–	–	﹤0.01%	603
2025 Q2	$3.91K	Hold	183	–	–	﹤0.01%	615
2025 Q1	$3.58K	Hold	183	–	–	﹤0.01%	628
2024 Q4	$3.71K	Hold	183	–	–	﹤0.01%	668
2024 Q3	$2.87K	Hold	183	–	–	﹤0.01%	704
2024 Q2	$2.91K	Hold	183	–	–	﹤0.01%	649
2024 Q1	$2.85K	Hold	183	–	–	﹤0.01%	685
2023 Q4	$2.62K	Sell	183 -185	-50%	-$2.23K	﹤0.01%	701
2023 Q3	$4.11K	Buy	368 +120	+48%	+$1.49K	﹤0.01%	615
2023 Q2	$2.83K	Sell	248 -204	-45%	-$2.73K	﹤0.01%	705
2023 Q1	$8.18K	Sell	452 -84	-16%	-$1.87K	﹤0.01%	481
2022 Q4	$13.2K	Buy	536 +348	+185%	+$8.43K	﹤0.01%	407
2022 Q3	$4K	Buy	188 +73	+63%	+$1.66K	﹤0.01%	591
2022 Q2	$3K	Hold	115	–	–	﹤0.01%	682
2022 Q1	$3K	Sell	115 -2	-2%	-$40	﹤0.01%	707
2021 Q4	$2K	Buy	117 +1	+0.9%	+$17	﹤0.01%	788
2021 Q3	$2K	Hold	116	–	–	﹤0.01%	789
2021 Q2	$2K	Hold	116	–	–	﹤0.01%	786
2021 Q1	$2K	Hold	116	–	–	﹤0.01%	777
2020 Q4	$1K	Buy	+116	New	+$1.36K	﹤0.01%	837
2019 Q1	–	Sell	-52	Closed	-$1K	–	725
2018 Q4	$1K	Buy	+52	New	+$809	﹤0.01%	1014

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's FHN Position: Q2 2026 in Review

Prestige Wealth Management Group increased its First Horizon (FHN) stake by 7.3% in Q2 2026, buying an estimated $341 and bringing the position to 206 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Prestige Wealth Management Group first reported a position in FHN in Q4 2018 and has held it in 24 quarters since. The position peaked at $13.2K in Q4 2022. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Prestige Wealth Management Group held 206 shares of First Horizon worth $5.32K as of Q2 2026.
Prestige Wealth Management Group bought 14 First Horizon shares in Q2 2026, an estimated $341.
First Horizon made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #577 holding.
Prestige Wealth Management Group first reported a position in First Horizon in Q4 2018 and has held it in 24 quarters since.
Prestige Wealth Management Group's First Horizon position peaked at $13.2K in Q4 2022.
671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.