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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
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

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 Preservation Advisors's FHN Position: Q2 2026 in Review

Wealth Preservation Advisors increased its First Horizon (FHN) stake by 87% in Q2 2026, buying an estimated $574K and bringing the position to 50,638 shares worth $1.3M. The position accounts for 0.74% of the portfolio, ranked #19.

Wealth Preservation Advisors first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Wealth Preservation Advisors held 50,638 shares of First Horizon worth $1.3M as of Q2 2026.
  • Wealth Preservation Advisors bought 23,540 First Horizon shares in Q2 2026, an estimated $574K.
  • First Horizon made up 0.74% of Wealth Preservation Advisors's portfolio in Q2 2026, its #19 holding.
  • Wealth Preservation Advisors first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

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