W Advisors LLC
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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
Q3 		$296K Hold
12,848
– – 0.13% 122
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

W Advisors LLC's FHN Position: Q3 2026 in Review

W Advisors LLC held its First Horizon (FHN) position steady in Q3 2026 at 12,848 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #122.

W Advisors LLC first reported a position in FHN in Q1 2022 and has held it in 4 quarters since. The position peaked at $329K in Q2 2026. 270 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • W Advisors LLC held 12,848 shares of First Horizon worth $296K as of Q3 2026.
  • W Advisors LLC left its First Horizon share count unchanged in Q3 2026.
  • First Horizon made up 0.13% of W Advisors LLC's portfolio in Q3 2026, its #122 holding.
  • W Advisors LLC first reported a position in First Horizon in Q1 2022 and has held it in 4 quarters since.
  • W Advisors LLC's First Horizon position peaked at $329K in Q2 2026.
  • 270 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.