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Spire Wealth Management’s First Horizon FHN Stock Holding History

Spire Wealth Management’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 		$11.2K Hold
438
– – ﹤0.01% 1611
2026
Q1 		$9.97K Sell
438
-875
-67% -$20.9K ﹤0.01% 1610
2025
Q4 		$31.4K Sell
1,313
-2,445
-65% -$54.5K ﹤0.01% 1323
2025
Q3 		$85K Hold
3,758
– – ﹤0.01% 1047
2025
Q2 		$79.7K Sell
3,758
-210
-5% -$4K ﹤0.01% 1053
2025
Q1 		$77.1K Sell
3,968
-630
-14% -$13K ﹤0.01% 1137
2024
Q4 		$92.6K Sell
4,598
-70
-1% -$1.32K ﹤0.01% 1061
2024
Q3 		$72.5K Hold
4,668
– – ﹤0.01% 1019
2024
Q2 		$73.6K Sell
4,668
-240
-5% -$3.63K ﹤0.01% 987
2024
Q1 		$75.6K Sell
4,908
-350
-7% -$5.02K ﹤0.01% 1083
2023
Q4 		$74K Buy
5,258
+14
+0.3% +$169 ﹤0.01% 1080
2023
Q3 		$57.8K Buy
5,244
+1,910
+57% +$23.7K ﹤0.01% 1121
2023
Q2 		$37.6K Buy
3,334
+2,036
+157% +$27.3K ﹤0.01% 1323
2023
Q1 		$23.1K Sell
1,298
-688
-35% -$15.3K ﹤0.01% 1564
2022
Q4 		$49K Sell
1,986
-88
-4% -$2.13K ﹤0.01% 996
2022
Q3 		$47K Sell
2,074
-1,142
-36% -$26K ﹤0.01% 970
2022
Q2 		$70K Sell
3,216
-2,922
-48% -$65.7K ﹤0.01% 1165
2022
Q1 		$144K Sell
6,138
-2,022
-25% -$40.3K ﹤0.01% 1034
2021
Q4 		$133K Buy
8,160
+42
+0.5% +$700 ﹤0.01% 1286
2021
Q3 		$132K Buy
8,118
+4,840
+148% +$77.1K ﹤0.01% 1089
2021
Q2 		$57K Sell
3,278
-685
-17% -$12.4K ﹤0.01% 1424
2021
Q1 		$27K Buy
+3,963
New +$62.7K ﹤0.01% 2024

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

Spire Wealth Management's FHN Position: Q2 2026 in Review

Spire Wealth Management held its First Horizon (FHN) position steady in Q2 2026 at 438 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Spire Wealth Management first reported a position in FHN in Q1 2021 and has held it in 22 quarters since. The position peaked at $144K in Q1 2022. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Spire Wealth Management held 438 shares of First Horizon worth $11.2K as of Q2 2026.
  • Spire Wealth Management left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1611 holding.
  • Spire Wealth Management first reported a position in First Horizon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Horizon position peaked at $144K in Q1 2022.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.