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

Private 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 		$25.8K Sell
1,006
-28
-3% -$683 0.01% 325
2026
Q1 		$23.5K Sell
1,034
-130
-11% -$3.11K 0.01% 293
2025
Q4 		$27.8K Hold
1,164
– – 0.01% 264
2025
Q3 		$26.3K Hold
1,164
– – 0.01% 274
2025
Q2 		$24.7K Sell
1,164
-8
-0.7% -$152 0.01% 260
2025
Q1 		$22.8K Sell
1,172
-55
-4% -$1.13K 0.01% 274
2024
Q4 		$24.7K Sell
1,227
-68
-5% -$1.28K 0.01% 262
2024
Q3 		$20.1K Sell
1,295
-15
-1% -$238 0.01% 287
2024
Q2 		$20.7K Buy
1,310
+26
+2% +$394 0.01% 275
2024
Q1 		$19.8K Hold
1,284
– – 0.01% 273
2023
Q4 		$18.2K Buy
+1,284
New +$15.5K 0.01% 278

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Private Wealth Management Group reduced its First Horizon (FHN) stake by 2.7% in Q2 2026, selling an estimated $683 and leaving 1,006 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #325.

Private Wealth Management Group first reported a position in FHN in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.8K in Q4 2025. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Private Wealth Management Group held 1,006 shares of First Horizon worth $25.8K as of Q2 2026.
  • Private Wealth Management Group sold 28 First Horizon shares in Q2 2026, an estimated $683.
  • First Horizon made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #325 holding.
  • Private Wealth Management Group first reported a position in First Horizon in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's First Horizon position peaked at $27.8K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.