Principia Wealth Advisory’s First Horizon FHN Stock Holding History

Principia Wealth Advisory’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	$615	Sell	24 -6	-20%	-$146	﹤0.01%	853
2026 Q1	$683	Buy	30 +2	+7%	+$48	﹤0.01%	790
2025 Q4	$669	Buy	28 +14	+100%	+$312	﹤0.01%	766
2025 Q3	$317	Hold	14	–	–	﹤0.01%	852
2025 Q2	$297	Hold	14	–	–	﹤0.01%	852
2025 Q1	$253	Buy	+14	New	+$288	﹤0.01%	741

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's FHN Position: Q2 2026 in Review

Principia Wealth Advisory reduced its First Horizon (FHN) stake by 20% in Q2 2026, selling an estimated $146 and leaving 24 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Principia Wealth Advisory first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. The position peaked at $683 in Q1 2026. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Principia Wealth Advisory held 24 shares of First Horizon worth $615 as of Q2 2026.
Principia Wealth Advisory sold 6 First Horizon shares in Q2 2026, an estimated $146.
First Horizon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #853 holding.
Principia Wealth Advisory first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's First Horizon position peaked at $683 in Q1 2026.
675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.