Private Advisor Group
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Private Advisor Group’s First Horizon FHN Stock Holding History

Private Advisor 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
Q3 		$206K Buy
+8,965
New +$224K ﹤0.01% 2875
2024
Q2 		– Sell
-14,358
Closed -$221K – 2386
2024
Q1 		$221K Sell
14,358
-8,416
-37% -$121K ﹤0.01% 2056
2023
Q4 		$322K Buy
22,774
+22,165
+3,640% +$267K ﹤0.01% 1732
2023
Q3 		$6.71K Buy
+609
New +$7.54K ﹤0.01% 2195
2022
Q3 		– Sell
-26,331
Closed -$576K – 1989
2022
Q2 		$576K Sell
26,331
-3,631
-12% -$81.6K 0.01% 1332
2022
Q1 		$704K Buy
29,962
+4,036
+16% +$80.5K 0.01% 1254
2021
Q4 		$423K Sell
25,926
-24,629
-49% -$411K ﹤0.01% 1539
2021
Q3 		$824K Buy
50,555
+23,784
+89% +$379K 0.01% 1293
2021
Q2 		$463K Buy
26,771
+870
+3% +$15.8K ﹤0.01% 1429
2021
Q1 		$438K Sell
25,901
-8,740
-25% -$138K ﹤0.01% 1369
2020
Q4 		$442K Sell
34,641
-11,104
-24% -$130K ﹤0.01% 1279
2020
Q3 		$431K Buy
45,745
+12,346
+37% +$116K 0.01% 1110
2020
Q2 		$333K Buy
33,399
+14,689
+79% +$134K ﹤0.01% 1174
2020
Q1 		$151K Buy
18,710
+289
+2% +$4.01K ﹤0.01% 1282
2019
Q4 		$305K Sell
18,421
-259
-1% -$4.2K ﹤0.01% 1267
2019
Q3 		$303K Sell
18,680
-1,003
-5% -$15.8K ﹤0.01% 1290
2019
Q2 		$294K Sell
19,683
-258
-1% -$3.73K 0.01% 1297
2019
Q1 		$279K Sell
19,941
-256
-1% -$3.78K 0.01% 1225
2018
Q4 		$266K Buy
20,197
+921
+5% +$14.3K 0.01% 1063
2018
Q3 		$333K Buy
19,276
+7,815
+68% +$141K 0.01% 1166
2018
Q2 		$205K Buy
+11,461
New +$216K ﹤0.01% 1174

Other funds holding FHN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Advisor Group's FHN Position: Q3 2026 in Review

Private Advisor Group opened a new position in First Horizon (FHN) in Q3 2026: 8,965 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2875 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in FHN as recently as Q1 2024.

Private Advisor Group first reported a position in FHN in Q2 2018 and has held it in 21 quarters since. The position peaked at $824K in Q3 2021. 376 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Private Advisor Group held 8,965 shares of First Horizon worth $206K as of Q3 2026.
  • First Horizon was a new Private Advisor Group position in Q3 2026.
  • First Horizon made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2875 holding.
  • Private Advisor Group first reported a position in First Horizon in Q2 2018 and has held it in 21 quarters since.
  • Private Advisor Group's First Horizon position peaked at $824K in Q3 2021.
  • 376 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.