Summit Financial Wealth Advisors’s First Horizon FHN Stock Holding History

Summit Financial Wealth 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	$2.09M	Sell	81,448 -55,450	-41%	-$1.35M	0.27%	55
2026 Q1	$3.12M	Buy	136,898 +20,317	+17%	+$486K	0.44%	43
2025 Q4	$2.79M	Buy	116,581 +10,631	+10%	+$237K	0.4%	45
2025 Q3	$2.37M	Buy	105,950 +7,230	+7%	+$161K	0.37%	48
2025 Q2	$2.09M	Buy	98,720 +1,542	+2%	+$29.4K	0.38%	43
2025 Q1	$1.89M	Sell	97,178 -700	-0.7%	-$14.4K	0.37%	41
2024 Q4	$2.1M	Sell	97,878 -8,236	-8%	-$155K	0.41%	41
2024 Q3	$1.65M	Sell	106,114 -1,500	-1%	-$23.8K	0.31%	44
2024 Q2	$1.7M	Sell	107,614 -4,000	-4%	-$60.6K	0.34%	41
2024 Q1	$1.72M	Sell	111,614 -307	-0.3%	-$4.41K	0.35%	40
2023 Q4	$1.58M	Sell	111,921 -240	-0.2%	-$2.89K	0.36%	40
2023 Q3	$1.29M	Sell	112,161 -15,334	-12%	-$190K	0.32%	43
2023 Q2	$1.44M	Sell	127,495 -917	-0.7%	-$12.3K	0.33%	43
2023 Q1	$2.28M	Sell	128,412 -6,225	-5%	-$138K	0.54%	36
2022 Q4	$3.3M	Sell	134,637 -1,856	-1%	-$45K	0.8%	30
2022 Q3	$3.32M	Hold	136,493	–	–	0.95%	28
2022 Q2	$3.02M	Sell	136,493 -903	-0.7%	-$20.3K	0.72%	31
2022 Q1	$3.23M	Sell	137,396 -15,241	-10%	-$304K	0.65%	34
2021 Q4	$2.66M	Buy	152,637 +20,781	+16%	+$346K	0.51%	37
2021 Q3	$2.15M	Buy	131,856 +16,828	+15%	+$268K	0.49%	37
2021 Q2	$1.99M	Sell	115,028 -24,090	-17%	-$437K	0.45%	37
2021 Q1	$1.77M	Buy	139,118 +77,608	+126%	+$1.23M	0.45%	35
2020 Q4	$580K	Sell	61,510 -43,093	-41%	-$505K	0.16%	59
2020 Q3	$1.12M	Buy	104,603 +23,997	+30%	+$226K	0.3%	46
2020 Q2	$711K	Buy	+80,606	New	+$733K	0.19%	60

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial Wealth Advisors's FHN Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its First Horizon (FHN) stake by 41% in Q2 2026, selling an estimated $1.35M and leaving 81,448 shares worth $2.09M. The position accounts for 0.27% of the portfolio, ranked #55.

Summit Financial Wealth Advisors first reported a position in FHN in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.32M in Q3 2022. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Summit Financial Wealth Advisors held 81,448 shares of First Horizon worth $2.09M as of Q2 2026.
Summit Financial Wealth Advisors sold 55,450 First Horizon shares in Q2 2026, an estimated $1.35M.
First Horizon made up 0.27% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Summit Financial Wealth Advisors first reported a position in First Horizon in Q2 2020 and has held it in 25 quarters since.
Summit Financial Wealth Advisors's First Horizon position peaked at $3.32M in Q3 2022.
671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.