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Ritholtz Wealth Management’s First Horizon FHN Stock Holding History

Ritholtz Wealth Management’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 		$823K Buy
32,104
+734
+2% +$17.9K 0.01% 678
2026
Q1 		$714K Buy
31,370
+10,455
+50% +$250K 0.01% 660
2025
Q4 		$500K Sell
20,915
-181
-0.9% -$4.04K 0.01% 717
2025
Q3 		$477K Buy
21,096
+210
+1% +$4.67K 0.01% 697
2025
Q2 		$443K Buy
20,886
+3,389
+19% +$64.6K 0.01% 672
2025
Q1 		$340K Hold
17,497
– – 0.01% 710
2024
Q4 		$352K Buy
+17,497
New +$329K 0.01% 663
2022
Q4 		– Sell
-13,121
Closed -$300K – 638
2022
Q3 		$300K Buy
+13,121
New +$298K 0.02% 536

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

Ritholtz Wealth Management's FHN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its First Horizon (FHN) stake by 2.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 32,104 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #678.

Ritholtz Wealth Management first reported a position in FHN in Q3 2022 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Ritholtz Wealth Management held 32,104 shares of First Horizon worth $823K as of Q2 2026.
  • Ritholtz Wealth Management bought 734 First Horizon shares in Q2 2026, an estimated $17.9K.
  • First Horizon made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #678 holding.
  • Ritholtz Wealth Management first reported a position in First Horizon in Q3 2022 and has held it in 8 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.