SageView Advisory Group’s First Horizon FHN Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-5,206	Closed	-$124K	–	1216
2025 Q4	$124K	Buy	+5,206	New	+$116K	﹤0.01%	757
2023 Q4	–	Sell	-27,011	Closed	-$298K	–	680
2023 Q3	$298K	Sell	27,011 -19,243	-42%	-$238K	0.02%	426
2023 Q2	$521K	Sell	46,254 -2,980	-6%	-$39.9K	0.03%	344
2023 Q1	$875K	Buy	+49,234	New	+$1.09M	0.06%	225

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's FHN Position: Q1 2026 in Review

SageView Advisory Group sold out of First Horizon (FHN) in Q1 2026, closing a stake of 5,206 shares — an estimated $124K sold.

SageView Advisory Group first reported a position in FHN in Q1 2023 and held it in 4 quarters. The position peaked at $875K in Q1 2023. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

SageView Advisory Group reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,206 First Horizon shares in Q1 2026, an estimated $124K.
SageView Advisory Group first reported a position in First Horizon in Q1 2023 and held it in 4 quarters.
SageView Advisory Group's First Horizon position peaked at $875K in Q1 2023.
642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.