BFSG LLC’s First Horizon FHN Stock Holding History

BFSG LLC’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	$179K	Sell	6,989 -1,051	-13%	-$25.6K	0.02%	313
2026 Q1	$183K	Hold	8,040	–	–	0.02%	288
2025 Q4	$192K	Sell	8,040 -210	-3%	-$4.68K	0.02%	275
2025 Q3	$187K	Sell	8,250 -650	-7%	-$14.4K	0.02%	280
2025 Q2	$189K	Hold	8,900	–	–	0.02%	258
2025 Q1	$173K	Sell	8,900 -2,850	-24%	-$58.7K	0.02%	251
2024 Q4	$237K	Sell	11,750 -1,330	-10%	-$25K	0.03%	219
2024 Q3	$203K	Hold	13,080	–	–	0.02%	247
2024 Q2	$206K	Sell	13,080 -1,300	-9%	-$19.7K	0.03%	232
2024 Q1	$221K	Hold	14,380	–	–	0.03%	227
2023 Q4	$204K	Sell	14,380 -110	-0.8%	-$1.32K	0.03%	234
2023 Q3	$160K	Buy	+14,490	New	+$179K	0.03%	233

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

BFSG LLC's FHN Position: Q2 2026 in Review

BFSG LLC reduced its First Horizon (FHN) stake by 13% in Q2 2026, selling an estimated $25.6K and leaving 6,989 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #313.

BFSG LLC first reported a position in FHN in Q3 2023 and has held it in 12 quarters since. The position peaked at $237K in Q4 2024. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

BFSG LLC held 6,989 shares of First Horizon worth $179K as of Q2 2026.
BFSG LLC sold 1,051 First Horizon shares in Q2 2026, an estimated $25.6K.
First Horizon made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #313 holding.
BFSG LLC first reported a position in First Horizon in Q3 2023 and has held it in 12 quarters since.
BFSG LLC's First Horizon position peaked at $237K in Q4 2024.
672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.