BBR Partners’s First Horizon FHN Stock Holding History

BBR Partners’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	$608K	Hold	26,727	–	–	0.03%	138
2025 Q4	$639K	Hold	26,727	–	–	0.03%	141
2025 Q3	$604K	Hold	26,727	–	–	0.03%	136
2025 Q2	$567K	Hold	26,727	–	–	0.04%	131
2025 Q1	$519K	Hold	26,727	–	–	0.04%	133
2024 Q4	$538K	Hold	26,727	–	–	0.04%	140
2024 Q3	$415K	Hold	26,727	–	–	0.03%	152
2024 Q2	$421K	Hold	26,727	–	–	0.03%	128
2024 Q1	$412K	Buy	+26,727	New	+$384K	0.03%	155

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BBR Partners's FHN Position: Q1 2026 in Review

BBR Partners held its First Horizon (FHN) position steady in Q1 2026 at 26,727 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #138.

BBR Partners first reported a position in FHN in Q1 2024 and has held it in 9 quarters since. The position peaked at $639K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

BBR Partners held 26,727 shares of First Horizon worth $608K as of Q1 2026.
BBR Partners left its First Horizon share count unchanged in Q1 2026.
First Horizon made up 0.03% of BBR Partners's portfolio in Q1 2026, its #138 holding.
BBR Partners first reported a position in First Horizon in Q1 2024 and has held it in 9 quarters since.
BBR Partners's First Horizon position peaked at $639K in Q4 2025.
636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.