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Whipplewood Advisors’s First Horizon FHN Stock Holding History

Whipplewood 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 		$1.72K Sell
67
-223
-77% -$5.44K ﹤0.01% 457
2026
Q1 		$6.6K Buy
+290
New +$6.93K ﹤0.01% 558
2025
Q3 		– Sell
-290
Closed -$6.15K – 616
2025
Q2 		$6.15K Buy
290
+267
+1,161% +$5.09K ﹤0.01% 655
2025
Q1 		$5.63K Sell
23
-332
-94% -$6.83K ﹤0.01% 676
2024
Q4 		$7.15K Buy
+355
New +$6.68K ﹤0.01% 621

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's FHN Position: Q2 2026 in Review

Whipplewood Advisors reduced its First Horizon (FHN) stake by 77% in Q2 2026, selling an estimated $5.44K and leaving 67 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Whipplewood Advisors first reported a position in FHN in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.15K in Q4 2024. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Whipplewood Advisors held 67 shares of First Horizon worth $1.72K as of Q2 2026.
  • Whipplewood Advisors sold 223 First Horizon shares in Q2 2026, an estimated $5.44K.
  • First Horizon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #457 holding.
  • Whipplewood Advisors first reported a position in First Horizon in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's First Horizon position peaked at $7.15K in Q4 2024.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.