TruWealth Advisors’s First Horizon FHN Stock Holding History

TruWealth 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 Q1	$255K	Sell	11,195 -531	-5%	-$12.7K	0.01%	159
2025 Q4	$280K	Sell	11,726 -1,436	-11%	-$32K	0.01%	150
2025 Q3	$298K	Hold	13,162	–	–	0.02%	147
2025 Q2	$279K	Hold	13,162	–	–	0.02%	143
2025 Q1	$256K	Sell	13,162 -5,000	-28%	-$103K	0.02%	137
2024 Q4	$366K	Hold	18,162	–	–	0.02%	120
2024 Q3	$282K	Hold	18,162	–	–	0.02%	136
2024 Q2	$286K	Sell	18,162 -80	-0.4%	-$1.21K	0.02%	131
2024 Q1	$281K	Buy	18,242 +80	+0.4%	+$1.15K	0.02%	130
2023 Q4	$257K	Hold	18,162	–	–	0.02%	128
2023 Q3	$200K	Hold	18,162	–	–	0.02%	145
2023 Q2	$205K	Sell	18,162 -860	-5%	-$11.5K	0.02%	146
2023 Q1	$338K	Buy	19,022 +916	+5%	+$20.4K	0.03%	107
2022 Q4	$444K	Sell	18,106 -1,080	-6%	-$26.2K	0.04%	91
2022 Q3	$439K	Hold	19,186	–	–	0.05%	83
2022 Q2	$419K	Hold	19,186	–	–	0.04%	89
2022 Q1	$451K	Buy	19,186 +860	+5%	+$17.2K	0.05%	77
2021 Q4	$299K	Hold	18,326	–	–	0.03%	96
2021 Q3	$299K	Hold	18,326	–	–	0.03%	95
2021 Q2	$317K	Hold	18,326	–	–	0.04%	88
2021 Q1	$310K	Hold	18,326	–	–	0.04%	84
2020 Q4	$234K	Buy	+18,326	New	+$215K	0.03%	98

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

TruWealth Advisors's FHN Position: Q1 2026 in Review

TruWealth Advisors reduced its First Horizon (FHN) stake by 4.5% in Q1 2026, selling an estimated $12.7K and leaving 11,195 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #159.

TruWealth Advisors first reported a position in FHN in Q4 2020 and has held it in 22 quarters since. The position peaked at $451K in Q1 2022. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

TruWealth Advisors held 11,195 shares of First Horizon worth $255K as of Q1 2026.
TruWealth Advisors sold 531 First Horizon shares in Q1 2026, an estimated $12.7K.
First Horizon made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #159 holding.
TruWealth Advisors first reported a position in First Horizon in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's First Horizon position peaked at $451K in Q1 2022.
642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.