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Sequoia Financial Advisors’s First Horizon FHN Stock Holding History

Sequoia Financial Advisors’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 		$754K Buy
29,393
+4,610
+19% +$112K ﹤0.01% 1080
2026
Q1 		$564K Buy
24,783
+2,647
+12% +$63.3K ﹤0.01% 1204
2025
Q4 		$529K Buy
22,136
+13,261
+149% +$296K ﹤0.01% 1254
2025
Q3 		$201K Buy
+8,875
New +$197K ﹤0.01% 1634
2024
Q1 		– Sell
-16,470
Closed -$233K – 1215
2023
Q4 		$233K Buy
+16,470
New +$198K ﹤0.01% 1034
2023
Q1 		– Sell
-8,697
Closed -$213K – 850
2022
Q4 		$213K Buy
+8,697
New +$211K 0.01% 711
2022
Q2 		– Sell
-9,178
Closed -$216K – 620
2022
Q1 		$216K Buy
+9,178
New +$183K 0.01% 600

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's FHN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its First Horizon (FHN) stake by 19% in Q2 2026, buying an estimated $112K and bringing the position to 29,393 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Sequoia Financial Advisors first reported a position in FHN in Q1 2022 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Sequoia Financial Advisors held 29,393 shares of First Horizon worth $754K as of Q2 2026.
  • Sequoia Financial Advisors bought 4,610 First Horizon shares in Q2 2026, an estimated $112K.
  • First Horizon made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1080 holding.
  • Sequoia Financial Advisors first reported a position in First Horizon in Q1 2022 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.