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Wilkerson Advisory Group’s First Horizon FHN Stock Holding History

Wilkerson Advisory Group’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 		$93.3K Buy
3,639
+26
+0.7% +$634 0.03% 164
2026
Q1 		$82.2K Buy
3,613
+23
+0.6% +$550 0.03% 167
2025
Q4 		$85.8K Buy
+3,590
New +$80K 0.03% 130

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

Wilkerson Advisory Group's FHN Position: Q2 2026 in Review

Wilkerson Advisory Group increased its First Horizon (FHN) stake by 0.72% in Q2 2026, buying an estimated $634 and bringing the position to 3,639 shares worth $93.3K. The position accounts for 0.03% of the portfolio, ranked #164.

Wilkerson Advisory Group first reported a position in FHN in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Wilkerson Advisory Group held 3,639 shares of First Horizon worth $93.3K as of Q2 2026.
  • Wilkerson Advisory Group bought 26 First Horizon shares in Q2 2026, an estimated $634.
  • First Horizon made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #164 holding.
  • Wilkerson Advisory Group first reported a position in First Horizon in Q4 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.