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W Advisors LLC’s First Horizon FHN Stock Holding History

W Advisors LLC’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 		$329K Buy
+12,848
New +$313K 0.15% 114
2022
Q4 		– Sell
-8,848
Closed -$202K – 106
2022
Q3 		$202K Buy
+8,848
New +$201K 0.19% 94
2022
Q2 		– Sell
-8,848
Closed -$208K – 109
2022
Q1 		$208K Buy
+8,848
New +$176K 0.16% 105

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

W Advisors LLC's FHN Position: Q2 2026 in Review

W Advisors LLC opened a new position in First Horizon (FHN) in Q2 2026: 12,848 shares worth $329K. The stake represents 0.15% of the portfolio and ranks #114 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in FHN as recently as Q3 2022.

W Advisors LLC first reported a position in FHN in Q1 2022 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • W Advisors LLC held 12,848 shares of First Horizon worth $329K as of Q2 2026.
  • First Horizon was a new W Advisors LLC position in Q2 2026.
  • First Horizon made up 0.15% of W Advisors LLC's portfolio in Q2 2026, its #114 holding.
  • W Advisors LLC first reported a position in First Horizon in Q1 2022 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.