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 Q3	$1.19M	Buy	51,485 +847	+2%	+$21.2K	0.57%	23
2026 Q2	$1.3M	Buy	50,638 +23,540	+87%	+$574K	0.74%	19
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Wealth Preservation Advisors's FHN Position: Q3 2026 in Review

Wealth Preservation Advisors increased its First Horizon (FHN) stake by 1.7% in Q3 2026, buying an estimated $21.2K and bringing the position to 51,485 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #23.

Wealth Preservation Advisors first reported a position in FHN in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2026. 301 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

Wealth Preservation Advisors held 51,485 shares of First Horizon worth $1.19M as of Q3 2026.
Wealth Preservation Advisors bought 847 First Horizon shares in Q3 2026, an estimated $21.2K.
First Horizon made up 0.57% of Wealth Preservation Advisors's portfolio in Q3 2026, its #23 holding.
Wealth Preservation Advisors first reported a position in First Horizon in Q1 2025 and has held it in 7 quarters since.
Wealth Preservation Advisors's First Horizon position peaked at $1.3M in Q2 2026.
301 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.