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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
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

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

Richardson Financial Services's FHN Position: Q2 2026 in Review

Richardson Financial Services held its First Horizon (FHN) position steady in Q2 2026 at 545 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #447.

Richardson Financial Services first reported a position in FHN in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.2K in Q4 2023. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Richardson Financial Services held 545 shares of First Horizon worth $14K as of Q2 2026.
  • Richardson Financial Services left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #447 holding.
  • Richardson Financial Services first reported a position in First Horizon in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's First Horizon position peaked at $35.2K in Q4 2023.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.