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United Capital Financial Advisors’s First Horizon FHN Stock Holding History

United Capital Financial 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 		$592K Sell
23,078
-1,303
-5% -$31.8K ﹤0.01% 1025
2026
Q1 		$555K Buy
24,381
+1,189
+5% +$28.4K ﹤0.01% 1011
2025
Q4 		$554K Buy
23,192
+355
+2% +$7.91K ﹤0.01% 926
2025
Q3 		$516K Buy
22,837
+800
+4% +$17.8K ﹤0.01% 850
2025
Q2 		$467K Sell
22,037
-536
-2% -$10.2K ﹤0.01% 805
2025
Q1 		$438K Sell
22,573
-4,016
-15% -$82.7K ﹤0.01% 786
2024
Q4 		$536K Sell
26,589
-73
-0.3% -$1.37K ﹤0.01% 720
2024
Q3 		$414K Sell
26,662
-1,371
-5% -$21.8K ﹤0.01% 779
2024
Q2 		$442K Sell
28,033
-2,129
-7% -$32.2K ﹤0.01% 736
2024
Q1 		$464K Buy
30,162
+9,318
+45% +$134K ﹤0.01% 753
2023
Q4 		$295K Buy
20,844
+5,046
+32% +$60.8K ﹤0.01% 880
2023
Q3 		$174K Sell
15,798
-49
-0.3% -$607 ﹤0.01% 809
2023
Q2 		$179K Sell
15,847
-18,192
-53% -$244K ﹤0.01% 863
2023
Q1 		$605K Sell
34,039
-8,957
-21% -$199K ﹤0.01% 689
2022
Q4 		$1.05M Sell
42,996
-30,932
-42% -$750K 0.01% 601
2022
Q3 		$1.69M Sell
73,928
-68
-0.1% -$1.54K 0.01% 502
2022
Q2 		$1.62M Buy
73,996
+28,225
+62% +$634K 0.01% 536
2022
Q1 		$1.07M Buy
45,771
+1,138
+3% +$22.7K 0.01% 650
2021
Q4 		$729K Sell
44,633
-1,863
-4% -$31.1K ﹤0.01% 767
2021
Q3 		$757K Buy
46,496
+887
+2% +$14.1K ﹤0.01% 747
2021
Q2 		$788K Sell
45,609
-9,518
-17% -$173K ﹤0.01% 758
2021
Q1 		$932K Buy
55,127
+1,164
+2% +$18.4K 0.01% 691
2020
Q4 		$689K Sell
53,963
-20,560
-28% -$241K ﹤0.01% 768
2020
Q3 		$703K Buy
+74,523
New +$700K ﹤0.01% 749
2019
Q3 		– Sell
-10,102
Closed -$151K – 1374
2019
Q2 		$151K Buy
+10,102
New +$146K ﹤0.01% 1388
2018
Q1 		– Sell
-10,366
Closed -$207K – 1320
2017
Q4 		$207K Hold
10,366
– – ﹤0.01% 1232
2017
Q3 		$199K Sell
10,366
-645
-6% -$11.3K ﹤0.01% 1239
2017
Q2 		$192K Sell
11,011
-874
-7% -$15.5K ﹤0.01% 1215
2017
Q1 		$220K Buy
11,885
+157
+1% +$3.08K ﹤0.01% 1159
2016
Q4 		$235K Sell
11,728
-319
-3% -$5.62K ﹤0.01% 1121
2016
Q3 		$183K Buy
12,047
+1,676
+16% +$24.8K ﹤0.01% 1199
2016
Q2 		$145K Sell
10,371
-461
-4% -$6.39K ﹤0.01% 1200
2016
Q1 		$142K Sell
10,832
-210
-2% -$2.68K ﹤0.01% 1160
2015
Q4 		$160K Sell
11,042
-7
-0.1% -$101 ﹤0.01% 1147
2015
Q3 		$157K Sell
11,049
-33
-0.3% -$499 ﹤0.01% 1183
2015
Q2 		$174K Sell
11,082
-1,117
-9% -$16.5K ﹤0.01% 1197
2015
Q1 		$174K Sell
12,199
-23
-0.2% -$317 ﹤0.01% 1193
2014
Q4 		$166K Buy
12,222
+473
+4% +$6K ﹤0.01% 1113
2014
Q3 		$144K Buy
+11,749
New +$141K ﹤0.01% 1066
2014
Q2 		– Sell
-10,433
Closed -$129K – 845
2014
Q1 		$129K Sell
10,433
-514
-5% -$6.12K ﹤0.01% 902
2013
Q4 		$128K Hold
10,947
– – ﹤0.01% 622
2013
Q3 		$120K Buy
10,947
+16
+0.1% +$189 ﹤0.01% 661
2013
Q2 		$122K Buy
+10,931
New +$118K ﹤0.01% 676

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

United Capital Financial Advisors's FHN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its First Horizon (FHN) stake by 5.3% in Q2 2026, selling an estimated $31.8K and leaving 23,078 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

United Capital Financial Advisors first reported a position in FHN in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.69M in Q3 2022. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • United Capital Financial Advisors held 23,078 shares of First Horizon worth $592K as of Q2 2026.
  • United Capital Financial Advisors sold 1,303 First Horizon shares in Q2 2026, an estimated $31.8K.
  • First Horizon made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1025 holding.
  • United Capital Financial Advisors first reported a position in First Horizon in Q2 2013 and has held it in 43 quarters since.
  • United Capital Financial Advisors's First Horizon position peaked at $1.69M in Q3 2022.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.