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Sound Income Strategies’s First Horizon FHN Stock Holding History

Sound Income Strategies’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
-474
Closed -$10.9K – 1121
2026
Q1 		$10.9K Buy
474
+1
+0.2% +$24 ﹤0.01% 1460
2025
Q4 		$11.4K Buy
473
+91
+24% +$2.03K ﹤0.01% 1395
2025
Q3 		$8.96K Buy
382
+1
+0.3% +$22 ﹤0.01% 1041
2025
Q2 		$8.07K Buy
381
+1
+0.3% +$19 ﹤0.01% 990
2025
Q1 		$7.38K Buy
380
+1
+0.3% +$21 ﹤0.01% 983
2024
Q4 		$7.64K Buy
379
+1
+0.3% +$19 ﹤0.01% 906
2024
Q3 		$5.87K Buy
378
+1
+0.3% +$16 ﹤0.01% 921
2024
Q2 		$5.95K Sell
377
-940
-71% -$14.2K ﹤0.01% 902
2024
Q1 		$20.3K Sell
1,317
-295
-18% -$4.24K ﹤0.01% 591
2023
Q4 		$22.8K Sell
1,612
-42
-3% -$506 ﹤0.01% 575
2023
Q3 		$18.2K Sell
1,654
-278
-14% -$3.44K ﹤0.01% 460
2023
Q2 		$21.8K Sell
1,932
-1,338
-41% -$17.9K ﹤0.01% 417
2023
Q1 		$58.1K Sell
3,270
-1,416
-30% -$31.5K 0.01% 266
2022
Q4 		$115K Sell
4,686
-367,519
-99% -$8.91M 0.01% 182
2022
Q3 		$8.52M Buy
372,205
+33,828
+10% +$769K 1.24% 26
2022
Q2 		$7.4M Buy
338,377
+27,417
+9% +$616K 0.99% 30
2022
Q1 		$7.3M Buy
310,960
+36,328
+13% +$725K 0.84% 32
2021
Q4 		$4.49M Buy
274,632
+16,899
+7% +$282K 0.53% 47
2021
Q3 		$4.2M Buy
257,733
+31,418
+14% +$501K 0.54% 43
2021
Q2 		$3.91M Buy
226,315
+26,130
+13% +$474K 0.56% 40
2021
Q1 		$3.39M Buy
200,185
+62,915
+46% +$995K 0.57% 40
2020
Q4 		$1.75M Buy
137,270
+60,347
+78% +$707K 0.39% 35
2020
Q3 		$725K Buy
76,923
+38,107
+98% +$358K 0.2% 52
2020
Q2 		$387K Buy
+38,816
New +$353K 0.12% 56

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's FHN Position: Q2 2026 in Review

Sound Income Strategies sold out of First Horizon (FHN) in Q2 2026, closing a stake of 474 shares — an estimated $10.9K sold.

Sound Income Strategies first reported a position in FHN in Q2 2020 and held it in 24 quarters. The position peaked at $8.52M in Q3 2022. 451 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Sound Income Strategies reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 474 First Horizon shares in Q2 2026, an estimated $10.9K.
  • Sound Income Strategies first reported a position in First Horizon in Q2 2020 and held it in 24 quarters.
  • Sound Income Strategies's First Horizon position peaked at $8.52M in Q3 2022.
  • 451 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.