Richardson Financial Services
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Richardson Financial Services’s First Horizon FHN Stock Holding History

Richardson Financial Services’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 		$12.5K Hold
545
– – 0.01% 446
2026
Q2 		$14K Hold
545
– – 0.01% 447
2026
Q1 		$12.4K Hold
545
– – 0.01% 461
2025
Q4 		$13K Sell
545
-350
-39% -$7.8K ﹤0.01% 453
2025
Q3 		$20.2K Hold
895
– – 0.01% 371
2025
Q2 		$19.2K Hold
895
– – 0.01% 342
2025
Q1 		$17.4K Sell
895
-795
-47% -$16.4K 0.01% 335
2024
Q4 		$34.1K Sell
1,690
-235
-12% -$4.42K 0.02% 287
2024
Q3 		$30.4K Hold
1,925
– – 0.02% 304
2024
Q2 		$30.4K Hold
1,925
– – 0.02% 292
2024
Q1 		$29.6K Sell
1,925
-560
-23% -$8.04K 0.02% 298
2023
Q4 		$35.2K Buy
+2,485
New +$29.9K 0.03% 237

Other funds holding FHN

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Richardson Financial Services's FHN Position: Q3 2026 in Review

Richardson Financial Services held its First Horizon (FHN) position steady in Q3 2026 at 545 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #446.

Richardson Financial Services first reported a position in FHN in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.2K in Q4 2023. 303 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Richardson Financial Services held 545 shares of First Horizon worth $12.5K as of Q3 2026.
  • Richardson Financial Services left its First Horizon share count unchanged in Q3 2026.
  • First Horizon made up 0.01% of Richardson Financial Services's portfolio in Q3 2026, its #446 holding.
  • Richardson Financial Services first reported a position in First Horizon in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's First Horizon position peaked at $35.2K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.