SPL
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Superior Planning, LLC’s First Horizon FHN Stock Holding History

Superior Planning, LLC’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 		$22.9K Buy
+993
New +$24.8K 0.01% 646

Other funds holding FHN

Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's FHN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Horizon (FHN) in Q3 2026: 993 shares worth $22.9K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings.

446 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Superior Planning, LLC held 993 shares of First Horizon worth $22.9K as of Q3 2026.
  • First Horizon was a new Superior Planning, LLC position in Q3 2026.
  • First Horizon made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #646 holding.
  • 446 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.