Action Point Financial Planning’s First Horizon FHN Stock Holding History

Action Point Financial Planning’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	$7.64K	Buy	+300	New	+$7.32K	﹤0.01%	1596

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's FHN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Horizon (FHN) in Q2 2026: 300 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings.

670 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

Action Point Financial Planning held 300 shares of First Horizon worth $7.64K as of Q2 2026.
First Horizon was a new Action Point Financial Planning position in Q2 2026.
First Horizon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1596 holding.
670 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.