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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's FHN Position: Q1 2026 in Review

Waverly Advisors increased its First Horizon (FHN) stake by 3.8% in Q1 2026, buying an estimated $169K and bringing the position to 193,603 shares worth $4.41M. The position accounts for 0.03% of the portfolio, ranked #435.

Waverly Advisors first reported a position in FHN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.46M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Waverly Advisors held 193,603 shares of First Horizon worth $4.41M as of Q1 2026.
  • Waverly Advisors bought 7,079 First Horizon shares in Q1 2026, an estimated $169K.
  • First Horizon made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #435 holding.
  • Waverly Advisors first reported a position in First Horizon in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's First Horizon position peaked at $4.46M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.