James T. Borello RIA
FHN icon

James T. Borello RIA’s First Horizon FHN Stock Holding History

James T. Borello RIA’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 		$4.86K Sell
211
-2
-0.9% -$50 ﹤0.01% 787
2026
Q2 		$5.46K Sell
213
-18
-8% -$439 ﹤0.01% 760
2026
Q1 		$5.26K Buy
+231
New +$5.52K ﹤0.01% 734

Other funds holding FHN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Reliant Investment Management
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

James T. Borello RIA's FHN Position: Q3 2026 in Review

James T. Borello RIA reduced its First Horizon (FHN) stake by 0.94% in Q3 2026, selling an estimated $50 and leaving 211 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

James T. Borello RIA first reported a position in FHN in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.46K in Q2 2026. 90 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • James T. Borello RIA held 211 shares of First Horizon worth $4.86K as of Q3 2026.
  • James T. Borello RIA sold 2 First Horizon shares in Q3 2026, an estimated $50.
  • First Horizon made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #787 holding.
  • James T. Borello RIA first reported a position in First Horizon in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's First Horizon position peaked at $5.46K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.