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Stratos Wealth Partners’s First Horizon FHN Stock Holding History

Stratos Wealth Partners’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 		$225K Buy
9,905
+4
+0% +$96 ﹤0.01% 1474
2025
Q4 		$237K Sell
9,901
-8,393
-46% -$187K ﹤0.01% 1425
2025
Q3 		$414K Buy
18,294
+211
+1% +$4.69K ﹤0.01% 1100
2025
Q2 		$383K Buy
18,083
+7,447
+70% +$142K 0.01% 1037
2025
Q1 		$207K Sell
10,636
-125
-1% -$2.57K ﹤0.01% 1261
2024
Q4 		$217K Buy
+10,761
New +$202K ﹤0.01% 1313
2024
Q1 		– Sell
-10,415
Closed -$147K – 1413
2023
Q4 		$147K Buy
10,415
+199
+2% +$2.4K ﹤0.01% 1303
2023
Q3 		$113K Buy
+10,216
New +$127K ﹤0.01% 1223
2023
Q2 		– Sell
-10,825
Closed -$192K – 1205
2023
Q1 		$192K Buy
10,825
+10
+0.1% +$222 0.01% 1044
2022
Q4 		$265K Sell
10,815
-1,340
-11% -$32.5K 0.01% 936
2022
Q3 		$278K Sell
12,155
-325
-3% -$7.39K 0.01% 897
2022
Q2 		$273K Buy
12,480
+1,920
+18% +$43.1K 0.01% 966
2022
Q1 		$248K Buy
10,560
+415
+4% +$8.28K 0.01% 1068
2021
Q4 		$166K Buy
+10,145
New +$169K ﹤0.01% 1192
2021
Q2 		– Sell
-10,058
Closed -$170K – 1198
2021
Q1 		$170K Buy
10,058
+1
+0% +$16 ﹤0.01% 1061
2020
Q4 		$128K Sell
10,057
-2,000
-17% -$23.4K ﹤0.01% 1035
2020
Q3 		$114K Buy
+12,057
New +$113K ﹤0.01% 962
2018
Q4 		– Sell
-298
Closed -$5K – 1384
2018
Q3 		$5K Buy
+298
New +$5.38K ﹤0.01% 2447
2018
Q2 		– Sell
-98
Closed -$2K – 1512
2018
Q1 		$2K Sell
98
-84
-46% -$1.66K ﹤0.01% 2846
2017
Q4 		$4K Buy
+182
New +$3.5K ﹤0.01% 2443

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's FHN Position: Q1 2026 in Review

Stratos Wealth Partners increased its First Horizon (FHN) stake by 0.04% in Q1 2026, buying an estimated $96 and bringing the position to 9,905 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Stratos Wealth Partners first reported a position in FHN in Q4 2017 and has held it in 20 quarters since. The position peaked at $414K in Q3 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Stratos Wealth Partners held 9,905 shares of First Horizon worth $225K as of Q1 2026.
  • Stratos Wealth Partners bought 4 First Horizon shares in Q1 2026, an estimated $96.
  • First Horizon made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1474 holding.
  • Stratos Wealth Partners first reported a position in First Horizon in Q4 2017 and has held it in 20 quarters since.
  • Stratos Wealth Partners's First Horizon position peaked at $414K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.