Valmark Advisers’s First Horizon FHN Stock Holding History

Valmark Advisers’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	–	Sell	-12,798	Closed	-$291K	–	733
2026 Q1	$291K	Buy	+12,798	New	+$306K	﹤0.01%	585

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

Valmark Advisers's FHN Position: Q2 2026 in Review

Valmark Advisers sold out of First Horizon (FHN) in Q2 2026, closing a stake of 12,798 shares — an estimated $291K sold.

Valmark Advisers first reported a position in FHN in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Valmark Advisers reported no remaining First Horizon position as of Q2 2026 after selling out during the quarter.
Valmark Advisers sold 12,798 First Horizon shares in Q2 2026, an estimated $291K.
Valmark Advisers first reported a position in First Horizon in Q1 2026 and held it in 1 quarter.
Valmark Advisers's First Horizon position peaked at $291K in Q1 2026.
673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.