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BCS Wealth Management’s First Horizon FHN Stock Holding History

BCS 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 		– Sell
-11,352
Closed -$271K – 286
2025
Q4 		$271K Buy
+11,352
New +$253K 0.03% 309
2022
Q1 		– Sell
-10,485
Closed -$171K – 198
2021
Q4 		$171K Hold
10,485
– – 0.06% 194
2021
Q3 		$171K Buy
+10,485
New +$167K 0.07% 169
2021
Q1 		– Sell
-11,093
Closed -$142K – 160
2020
Q4 		$142K Sell
11,093
-323
-3% -$3.78K 0.07% 143
2020
Q3 		$108K Buy
11,416
+323
+3% +$3.04K 0.06% 126
2020
Q2 		$110K Hold
11,093
– – 0.07% 120
2020
Q1 		$89K Buy
+11,093
New +$154K 0.06% 104

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BCS Wealth Management sold out of First Horizon (FHN) in Q1 2026, closing a stake of 11,352 shares — an estimated $271K sold.

BCS Wealth Management first reported a position in FHN in Q1 2020 and held it in 7 quarters. The position peaked at $271K in Q4 2025. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • BCS Wealth Management reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 11,352 First Horizon shares in Q1 2026, an estimated $271K.
  • BCS Wealth Management first reported a position in First Horizon in Q1 2020 and held it in 7 quarters.
  • BCS Wealth Management's First Horizon position peaked at $271K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.