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Wealth Preservation Advisors’s First Horizon FHN Stock Holding History

Wealth Preservation 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 		$617K Sell
27,098
-23,535
-46% -$563K 0.51% 25
2025
Q4 		$1.21M Buy
50,633
+2
+0% +$45 0.61% 21
2025
Q3 		$1.14M Buy
50,631
+2
+0% +$44 0.67% 19
2025
Q2 		$1.07M Buy
50,629
+3
+0% +$57 0.66% 21
2025
Q1 		$983K Buy
+50,626
New +$1.04M 0.7% 20

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

Wealth Preservation Advisors's FHN Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its First Horizon (FHN) stake by 46% in Q1 2026, selling an estimated $563K and leaving 27,098 shares worth $617K. The position accounts for 0.51% of the portfolio, ranked #25.

Wealth Preservation Advisors first reported a position in FHN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Wealth Preservation Advisors held 27,098 shares of First Horizon worth $617K as of Q1 2026.
  • Wealth Preservation Advisors sold 23,535 First Horizon shares in Q1 2026, an estimated $563K.
  • First Horizon made up 0.51% of Wealth Preservation Advisors's portfolio in Q1 2026, its #25 holding.
  • Wealth Preservation Advisors first reported a position in First Horizon in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's First Horizon position peaked at $1.21M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

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