ZWJ Investment Counsel’s First Horizon FHN Stock Holding History

ZWJ Investment Counsel’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	$430K	Sell	18,663 -1,938	-9%	-$48.4K	0.01%	185
2026 Q2	$528K	Hold	20,601	–	–	0.02%	164
2026 Q1	$469K	Hold	20,601	–	–	0.02%	154
2025 Q4	$492K	Hold	20,601	–	–	0.02%	149
2025 Q3	$466K	Buy	20,601 +852	+4%	+$18.9K	0.02%	153
2025 Q2	$419K	Sell	19,749 -6,994	-26%	-$133K	0.02%	157
2025 Q1	$519K	Hold	26,743	–	–	0.02%	148
2024 Q4	$539K	Hold	26,743	–	–	0.02%	142
2024 Q3	$415K	Hold	26,743	–	–	0.02%	164
2024 Q2	$422K	Hold	26,743	–	–	0.02%	159
2024 Q1	$412K	Hold	26,743	–	–	0.02%	167
2023 Q4	$379K	Hold	26,743	–	–	0.02%	147
2023 Q3	$295K	Hold	26,743	–	–	0.02%	159
2023 Q2	$301K	Hold	26,743	–	–	0.02%	157
2023 Q1	$475K	Hold	26,743	–	–	0.03%	130
2022 Q4	$655K	Sell	26,743 -23,613	-47%	-$572K	0.04%	117
2022 Q3	$1.15M	Hold	50,356	–	–	0.07%	98
2022 Q2	$1.1M	Hold	50,356	–	–	0.06%	102
2022 Q1	$1.18M	Hold	50,356	–	–	0.06%	99
2021 Q4	$822K	Sell	50,356 -300	-0.6%	-$5K	0.04%	108
2021 Q3	$825K	Hold	50,656	–	–	0.05%	107
2021 Q2	$875K	Hold	50,656	–	–	0.05%	103
2021 Q1	$857K	Sell	50,656 -9,500	-16%	-$150K	0.05%	103
2020 Q4	$768K	Buy	60,156 +3,449	+6%	+$40.4K	0.05%	102
2020 Q3	$535K	Buy	+56,707	New	+$533K	0.04%	106

Other funds holding FHN

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

RIM

Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

ZWJ Investment Counsel's FHN Position: Q3 2026 in Review

ZWJ Investment Counsel reduced its First Horizon (FHN) stake by 9.4% in Q3 2026, selling an estimated $48.4K and leaving 18,663 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #185.

ZWJ Investment Counsel first reported a position in FHN in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.18M in Q1 2022. 61 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

ZWJ Investment Counsel held 18,663 shares of First Horizon worth $430K as of Q3 2026.
ZWJ Investment Counsel sold 1,938 First Horizon shares in Q3 2026, an estimated $48.4K.
First Horizon made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #185 holding.
ZWJ Investment Counsel first reported a position in First Horizon in Q3 2020 and has held it in 25 quarters since.
ZWJ Investment Counsel's First Horizon position peaked at $1.18M in Q1 2022.
61 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.