Wealth Enhancement Advisory Services
FHN icon

Wealth Enhancement Advisory Services’s First Horizon FHN Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.59M Buy
190,625
+33,755
+22% +$823K 0.01% 1059
2026
Q1 		$3.41M Buy
156,870
+36,352
+30% +$869K 0.01% 1102
2025
Q4 		$2.97M Sell
120,518
-18,023
-13% -$402K ﹤0.01% 1299
2025
Q3 		$3.18M Sell
138,541
-7,382
-5% -$164K ﹤0.01% 1182
2025
Q2 		$3.21M Buy
145,923
+4,068
+3% +$77.5K 0.01% 1114
2025
Q1 		$2.75M Sell
141,855
-10,436
-7% -$215K 0.01% 1086
2024
Q4 		$3.07M Buy
152,291
+17,934
+13% +$337K 0.01% 989
2024
Q3 		$2.09M Buy
134,357
+21,589
+19% +$343K ﹤0.01% 1025
2024
Q2 		$1.78M Buy
112,768
+6,656
+6% +$101K ﹤0.01% 1031
2024
Q1 		$1.63M Buy
106,112
+2,029
+2% +$29.1K ﹤0.01% 1026
2023
Q4 		$1.47M Buy
104,083
+42,638
+69% +$513K ﹤0.01% 1008
2023
Q3 		$677K Buy
+61,445
New +$761K ﹤0.01% 1270

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

Wealth Enhancement Advisory Services's FHN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Horizon (FHN) stake by 22% in Q2 2026, buying an estimated $823K and bringing the position to 190,625 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #1059.

Wealth Enhancement Advisory Services first reported a position in FHN in Q3 2023 and has held it in 12 quarters since. 674 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 190,625 shares of First Horizon worth $4.59M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 33,755 First Horizon shares in Q2 2026, an estimated $823K.
  • First Horizon made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1059 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Horizon in Q3 2023 and has held it in 12 quarters since.
  • 674 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.