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Root Financial Partners’s First Horizon FHN Stock Holding History

Root Financial Partners’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 		– Sell
-6,140
Closed -$140K – 1367
2026
Q1 		$140K Buy
6,140
+4,577
+293% +$109K 0.01% 436
2025
Q4 		$37.4K Buy
1,563
+209
+15% +$4.66K ﹤0.01% 838
2025
Q3 		$30.6K Buy
+1,354
New +$30.1K ﹤0.01% 882

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

Root Financial Partners's FHN Position: Q2 2026 in Review

Root Financial Partners sold out of First Horizon (FHN) in Q2 2026, closing a stake of 6,140 shares — an estimated $140K sold.

Root Financial Partners first reported a position in FHN in Q3 2025 and held it in 3 quarters. The position peaked at $140K in Q1 2026. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Root Financial Partners reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6,140 First Horizon shares in Q2 2026, an estimated $140K.
  • Root Financial Partners first reported a position in First Horizon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Horizon position peaked at $140K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.