CWA Asset Management Group, LLC FHN FIRST HORIZON CORPORATION

Ownership history in CWA Asset Management Group, LLC  ·  4 quarters on record

AI Ownership Summary

CWA Asset Management Group, LLC reported FIRST HORIZON CORPORATION (FHN) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows FHN at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FHN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWA Asset Management Group, LLC's position in FIRST HORIZON CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FHN was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CWA Asset Management Group, LLC held FHN — position size vs. price
% of Fund (quarterly)    FHN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 219,987 +63,703 +40.8% 0.17% $5.0M 2026-04-20 $24.62
2025 Q3 ADDED 156,284 +12,332 +8.6% 0.13% $3.5M 2025-10-22 $20.20
2025 Q2 ADDED 143,952 +20,294 +16.4% 0.13% $3.1M 2025-07-17 $21.61
2025 Q1 INITIATED 123,658 0.12% $2.4M 2025-04-21 $16.03

FAQ About CWA Asset Management Group, LLC and FHN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CWA Asset Management Group, LLC reported owning FHN?

CWA Asset Management Group, LLC reported FHN across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FHN position in CWA Asset Management Group, LLC's portfolio?

The largest reported portfolio weight for FHN was 0.17% in 2026 Q1.

What is the latest reported FHN position on this page?

The most recent filing on this page is 2026 Q1, when CWA Asset Management Group, LLC reported 219,987 shares, equal to 0.17% of portfolio, with an estimated market value of $5.0M.

What does the chart on this FHN ownership page compare?

The chart compares CWA Asset Management Group, LLC's quarterly FHN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CWA Asset Management Group, LLC time their FHN position?

Based on 13F filing dates vs. subsequent FHN price moves, CWA Asset Management Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FHN relative to SPY over the holding period was +10.1%.

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