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Waverly Advisors’s First Horizon FHN Stock Holding History

Waverly 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 		$5.1M Buy
198,859
+5,256
+3% +$128K 0.03% 451
2026
Q1 		$4.41M Buy
193,603
+7,079
+4% +$169K 0.03% 435
2025
Q4 		$4.46M Buy
186,524
+145,431
+354% +$3.24M 0.04% 397
2025
Q3 		$929K Buy
41,093
+8,095
+25% +$180K 0.01% 664
2025
Q2 		$700K Sell
32,998
-606
-2% -$11.5K 0.01% 714
2025
Q1 		$653K Buy
33,604
+23,517
+233% +$484K 0.01% 708
2024
Q4 		$203K Buy
+10,087
New +$190K ﹤0.01% 930

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 $3.38T AUM 44.17% 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

Waverly Advisors's FHN Position: Q2 2026 in Review

Waverly Advisors increased its First Horizon (FHN) stake by 2.7% in Q2 2026, buying an estimated $128K and bringing the position to 198,859 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #451.

Waverly Advisors first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Waverly Advisors held 198,859 shares of First Horizon worth $5.1M as of Q2 2026.
  • Waverly Advisors bought 5,256 First Horizon shares in Q2 2026, an estimated $128K.
  • First Horizon made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #451 holding.
  • Waverly Advisors first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.