AWM
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Affinity Wealth Management’s First Horizon FHN Stock Holding History

Affinity Wealth Management’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
Q1 		$255K Buy
11,208
+229
+2% +$5.48K 0.04% 89
2025
Q4 		$262K Sell
10,979
-49
-0.4% -$1.09K 0.04% 89
2025
Q3 		$249K Buy
+11,028
New +$245K 0.04% 89

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Wealth Management's FHN Position: Q1 2026 in Review

Affinity Wealth Management increased its First Horizon (FHN) stake by 2.1% in Q1 2026, buying an estimated $5.48K and bringing the position to 11,208 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #89.

Affinity Wealth Management first reported a position in FHN in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Affinity Wealth Management held 11,208 shares of First Horizon worth $255K as of Q1 2026.
  • Affinity Wealth Management bought 229 First Horizon shares in Q1 2026, an estimated $5.48K.
  • First Horizon made up 0.04% of Affinity Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Affinity Wealth Management first reported a position in First Horizon in Q3 2025 and has held it in 3 quarters since.
  • Affinity Wealth Management's First Horizon position peaked at $262K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Affinity Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.