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Van Hulzen Asset Management’s First Horizon FHN Stock Holding History

Van Hulzen Asset Management’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 		$804K Buy
31,360
+1,400
+5% +$34.1K 0.06% 199
2026
Q1 		$682K Buy
29,960
+200
+0.7% +$4.78K 0.05% 199
2025
Q4 		$711K Sell
29,760
-1,250
-4% -$27.9K 0.05% 189
2025
Q3 		$701K Buy
31,010
+60
+0.2% +$1.33K 0.05% 190
2025
Q2 		$656K Buy
30,950
+3,500
+13% +$66.7K 0.05% 192
2025
Q1 		$533K Sell
27,450
-4,850
-15% -$99.8K 0.05% 202
2024
Q4 		$651K Sell
32,300
-800
-2% -$15K 0.05% 202
2024
Q3 		$514K Buy
33,100
+1,900
+6% +$30.2K 0.04% 205
2024
Q2 		$492K Sell
31,200
-800
-3% -$12.1K 0.03% 206
2024
Q1 		$493K Sell
32,000
-100
-0.3% -$1.44K 0.03% 225
2023
Q4 		$455K Buy
32,100
+1,700
+6% +$20.5K 0.03% 228
2023
Q3 		$335K Buy
30,400
+6,800
+29% +$84.2K 0.03% 239
2023
Q2 		$266K Buy
23,600
+2,000
+9% +$26.8K 0.02% 260
2023
Q1 		$384K Hold
21,600
– – 0.04% 201
2022
Q4 		$529K Hold
21,600
– – 0.06% 168
2022
Q3 		$495K Sell
21,600
-300
-1% -$6.82K 0.06% 167
2022
Q2 		$479K Hold
21,900
– – 0.06% 169
2022
Q1 		$514K Sell
21,900
-200
-0.9% -$3.99K 0.05% 167
2021
Q4 		$361K Buy
22,100
+2,100
+11% +$35K 0.04% 217
2021
Q3 		$326K Buy
+20,000
New +$319K 0.05% 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

Van Hulzen Asset Management's FHN Position: Q2 2026 in Review

Van Hulzen Asset Management increased its First Horizon (FHN) stake by 4.7% in Q2 2026, buying an estimated $34.1K and bringing the position to 31,360 shares worth $804K. The position accounts for 0.06% of the portfolio, ranked #199.

Van Hulzen Asset Management first reported a position in FHN in Q3 2021 and has held it in 20 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Van Hulzen Asset Management held 31,360 shares of First Horizon worth $804K as of Q2 2026.
  • Van Hulzen Asset Management bought 1,400 First Horizon shares in Q2 2026, an estimated $34.1K.
  • First Horizon made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #199 holding.
  • Van Hulzen Asset Management first reported a position in First Horizon in Q3 2021 and has held it in 20 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.