Root Financial Partners
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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
Q3 		$148K Buy
+6,421
New +$160K 0.01% 565
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 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

Root Financial Partners's FHN Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Horizon (FHN) in Q3 2026: 6,421 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FHN as recently as Q1 2026.

Root Financial Partners first reported a position in FHN in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Root Financial Partners held 6,421 shares of First Horizon worth $148K as of Q3 2026.
  • First Horizon was a new Root Financial Partners position in Q3 2026.
  • First Horizon made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #565 holding.
  • Root Financial Partners first reported a position in First Horizon in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.