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SimplyRich’s First Horizon FHN Stock Holding History

SimplyRich’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
-12,530
Closed -$285K – 180
2026
Q1 		$285K Sell
12,530
-668
-5% -$16K 0.07% 203
2025
Q4 		$315K Buy
13,198
+16
+0.1% +$357 0.08% 170
2025
Q3 		$298K Sell
13,182
-30
-0.2% -$667 0.08% 177
2025
Q2 		$280K Sell
13,212
-1,051
-7% -$20K 0.08% 191
2025
Q1 		$276K Buy
14,263
+9
+0.1% +$185 0.08% 188
2024
Q4 		$287K Buy
14,254
+1,051
+8% +$19.8K 0.08% 189
2024
Q3 		$205K Buy
+13,203
New +$210K 0.06% 218

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

SimplyRich's FHN Position: Q2 2026 in Review

SimplyRich sold out of First Horizon (FHN) in Q2 2026, closing a stake of 12,530 shares — an estimated $285K sold.

SimplyRich first reported a position in FHN in Q3 2024 and held it in 7 quarters. The position peaked at $315K in Q4 2025. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • SimplyRich reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 12,530 First Horizon shares in Q2 2026, an estimated $285K.
  • SimplyRich first reported a position in First Horizon in Q3 2024 and held it in 7 quarters.
  • SimplyRich's First Horizon position peaked at $315K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.