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True Wealth Design’s First Horizon FHN Stock Holding History

True Wealth Design’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 		$106K Buy
4,143
+621
+18% +$15.1K 0.03% 243
2026
Q1 		$80.2K Buy
3,522
+1,078
+44% +$25.8K 0.02% 268
2025
Q4 		$58.4K Sell
2,444
-8
-0.3% -$178 0.02% 298
2025
Q3 		$55.4K Buy
2,452
+4
+0.2% +$89 0.02% 291
2025
Q2 		$51.9K Sell
2,448
-8
-0.3% -$152 0.02% 201
2025
Q1 		$47.7K Buy
2,456
+45
+2% +$926 0.02% 193
2024
Q4 		$48.6K Buy
2,411
+103
+4% +$1.94K 0.02% 166
2024
Q3 		$35.8K Buy
+2,308
New +$36.6K 0.01% 204

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

True Wealth Design's FHN Position: Q2 2026 in Review

True Wealth Design increased its First Horizon (FHN) stake by 18% in Q2 2026, buying an estimated $15.1K and bringing the position to 4,143 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #243.

True Wealth Design first reported a position in FHN in Q3 2024 and has held it in 8 quarters since. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • True Wealth Design held 4,143 shares of First Horizon worth $106K as of Q2 2026.
  • True Wealth Design bought 621 First Horizon shares in Q2 2026, an estimated $15.1K.
  • First Horizon made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #243 holding.
  • True Wealth Design first reported a position in First Horizon in Q3 2024 and has held it in 8 quarters since.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.