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Beacon Pointe Advisors’s First Horizon FHN Stock Holding History

Beacon Pointe Advisors’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 		$568K Buy
24,968
+13,528
+118% +$324K ﹤0.01% 1239
2025
Q4 		$273K Buy
11,440
+1,613
+16% +$36K ﹤0.01% 1308
2025
Q3 		$222K Sell
9,827
-5,246
-35% -$117K ﹤0.01% 1288
2025
Q2 		$320K Sell
15,073
-422
-3% -$8.04K ﹤0.01% 1023
2025
Q1 		$301K Buy
15,495
+129
+0.8% +$2.65K ﹤0.01% 1023
2024
Q4 		$309K Sell
15,366
-1,866
-11% -$35.1K ﹤0.01% 992
2024
Q3 		$268K Buy
17,232
+72
+0.4% +$1.14K ﹤0.01% 1065
2024
Q2 		$271K Sell
17,160
-91
-0.5% -$1.38K ﹤0.01% 1082
2024
Q1 		$266K Buy
17,251
+994
+6% +$14.3K ﹤0.01% 1151
2023
Q4 		$230K Sell
16,257
-12,344
-43% -$149K ﹤0.01% 1167
2023
Q3 		$315K Buy
28,601
+12,517
+78% +$155K ﹤0.01% 1046
2023
Q2 		$181K Sell
16,084
-5,284
-25% -$70.8K ﹤0.01% 1023
2023
Q1 		$380K Sell
21,368
-2,184
-9% -$48.5K 0.01% 847
2022
Q4 		$577K Sell
23,552
-30
-0.1% -$727 0.01% 640
2022
Q3 		$541K Sell
23,582
-341
-1% -$7.75K 0.01% 612
2022
Q2 		$522K Sell
23,923
-85,353
-78% -$1.92M 0.01% 633
2022
Q1 		$2.57M Buy
109,276
+76,205
+230% +$1.52M 0.04% 397
2021
Q4 		$540K Buy
33,071
+13,696
+71% +$228K 0.01% 549
2021
Q3 		$316K Sell
19,375
-2,711
-12% -$43.2K 0.01% 690
2021
Q2 		$382K Buy
+22,086
New +$401K 0.01% 573

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

Beacon Pointe Advisors's FHN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its First Horizon (FHN) stake by 118% in Q1 2026, buying an estimated $324K and bringing the position to 24,968 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Beacon Pointe Advisors first reported a position in FHN in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.57M in Q1 2022. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Beacon Pointe Advisors held 24,968 shares of First Horizon worth $568K as of Q1 2026.
  • Beacon Pointe Advisors bought 13,528 First Horizon shares in Q1 2026, an estimated $324K.
  • First Horizon made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1239 holding.
  • Beacon Pointe Advisors first reported a position in First Horizon in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's First Horizon position peaked at $2.57M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.