SWP
FHN icon

Sagespring Wealth Partners’s First Horizon FHN Stock Holding History

Sagespring Wealth 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 		$483K Buy
18,840
+8,394
+80% +$205K 0.01% 539
2026
Q1 		$238K Sell
10,446
-1,724
-14% -$41.2K ﹤0.01% 733
2025
Q4 		$291K Buy
+12,170
New +$271K 0.01% 628

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sagespring Wealth Partners's FHN Position: Q2 2026 in Review

Sagespring Wealth Partners increased its First Horizon (FHN) stake by 80% in Q2 2026, buying an estimated $205K and bringing the position to 18,840 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #539.

Sagespring Wealth Partners first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Sagespring Wealth Partners held 18,840 shares of First Horizon worth $483K as of Q2 2026.
  • Sagespring Wealth Partners bought 8,394 First Horizon shares in Q2 2026, an estimated $205K.
  • First Horizon made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #539 holding.
  • Sagespring Wealth Partners first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.