Ray Dalio’s First Horizon FHN Stock Holding History

Ray Dalio’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 Q1	$37.1M	Buy	1,631,610 +703,038	+76%	+$16.8M	0.17%	91
2025 Q4	$22.2M	Buy	+928,572	New	+$20.7M	0.08%	183
2025 Q1	–	Sell	-44,841	Closed	-$903K	–	724
2024 Q4	$903K	Buy	+44,841	New	+$843K	﹤0.01%	521
2023 Q2	–	Sell	-479,803	Closed	-$8.53M	–	726
2023 Q1	$8.53M	Buy	+479,803	New	+$10.7M	0.05%	223
2022 Q1	–	Sell	-96,120	Closed	-$1.57M	–	975
2021 Q4	$1.57M	Sell	96,120 -118,553	-55%	-$1.98M	0.01%	497
2021 Q3	$3.5M	Buy	214,673 +42,768	+25%	+$681K	0.02%	346
2021 Q2	$2.97M	Buy	171,905 +2,357	+1%	+$42.8K	0.02%	424
2021 Q1	$2.87M	Buy	169,548 +84,221	+99%	+$1.33M	0.03%	257
2020 Q4	$1.09M	Buy	+85,327	New	+$1,000K	0.01%	374
2020 Q1	–	Sell	-64,309	Closed	-$1.06M	–	475
2019 Q4	$1.06M	Buy	+64,309	New	+$1.04M	0.01%	313

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's FHN Position: Q1 2026 in Review

Ray Dalio increased its First Horizon (FHN) stake by 76% in Q1 2026, buying an estimated $16.8M and bringing the position to 1,631,610 shares worth $37.1M. The position accounts for 0.17% of the portfolio, ranked #91.

Ray Dalio first reported a position in FHN in Q4 2019 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Ray Dalio held 1,631,610 shares of First Horizon worth $37.1M as of Q1 2026.
Ray Dalio bought 703,038 First Horizon shares in Q1 2026, an estimated $16.8M.
First Horizon made up 0.17% of Ray Dalio's portfolio in Q1 2026, its #91 holding.
Ray Dalio first reported a position in First Horizon in Q4 2019 and has held it in 10 quarters since.
639 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.