Creative Planning’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.22M | Buy |
273,457
+139,629
| +104% | +$3.34M | ﹤0.01% | 1022 |
|
|
2025
Q4 | $3.2M | Buy |
133,828
+11,433
| +9% | +$255K | ﹤0.01% | 1341 |
|
|
2025
Q3 | $2.77M | Buy |
122,395
+8,618
| +8% | +$192K | ﹤0.01% | 1285 |
|
|
2025
Q2 | $2.41M | Buy |
113,777
+6,863
| +6% | +$131K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $2.08M | Buy |
106,914
+24,147
| +29% | +$497K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $1.67M | Buy |
82,767
+5,904
| +8% | +$111K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $1.19M | Sell |
76,863
-5,882
| -7% | -$93.4K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $1.3M | Buy |
82,745
+8,263
| +11% | +$125K | ﹤0.01% | 1231 |
|
|
2024
Q1 | $1.15M | Buy |
74,482
+23,934
| +47% | +$344K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $716K | Buy |
50,548
+4,392
| +10% | +$52.9K | ﹤0.01% | 1459 |
|
|
2023
Q3 | $509K | Sell |
46,156
-13,531
| -23% | -$168K | ﹤0.01% | 1562 |
|
|
2023
Q2 | $673K | Sell |
59,687
-10,594
| -15% | -$142K | ﹤0.01% | 1373 |
|
|
2023
Q1 | $1.25M | Sell |
70,281
-12,995
| -16% | -$289K | ﹤0.01% | 969 |
|
|
2022
Q4 | $2.04M | Buy |
83,276
+23,524
| +39% | +$570K | ﹤0.01% | 743 |
|
|
2022
Q3 | $1.37M | Sell |
59,752
-3,229
| -5% | -$73.4K | ﹤0.01% | 824 |
|
|
2022
Q2 | $1.38M | Buy |
62,981
+51,521
| +450% | +$1.16M | ﹤0.01% | 842 |
|
|
2022
Q1 | $269K | Sell |
11,460
-382
| -3% | -$7.62K | ﹤0.01% | 1703 |
|
|
2021
Q4 | $193K | Buy |
11,842
+349
| +3% | +$5.82K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $187K | Buy |
11,493
+82
| +0.7% | +$1.31K | ﹤0.01% | 1874 |
|
|
2021
Q2 | $197K | Sell |
11,411
-726
| -6% | -$13.2K | ﹤0.01% | 1800 |
|
|
2021
Q1 | $205K | Buy |
12,137
+982
| +9% | +$15.5K | ﹤0.01% | 2078 |
|
|
2020
Q4 | $142K | Buy |
11,155
+31
| +0.3% | +$363 | ﹤0.01% | 1971 |
|
|
2020
Q3 | $105K | Buy |
+11,124
| New | +$105K | ﹤0.01% | 1818 |
|
|
2017
Q3 | – | Sell |
-4,782
| Closed | -$83K | – | 2499 |
|
|
2017
Q2 | $83K | Buy |
4,782
+1,362
| +40% | +$24.2K | ﹤0.01% | 2127 |
|
|
2017
Q1 | $63K | Sell |
3,420
-1,248
| -27% | -$24.5K | ﹤0.01% | 2297 |
|
|
2016
Q4 | $93K | Buy |
4,668
+1
| +0% | +$18 | ﹤0.01% | 1920 |
|
|
2016
Q3 | $71K | Buy |
4,667
+2
| +0% | +$30 | ﹤0.01% | 2096 |
|
|
2016
Q2 | $64K | Buy |
4,665
+1,434
| +44% | +$19.9K | ﹤0.01% | 1968 |
|
|
2016
Q1 | $42K | Buy |
3,231
+1
| +0% | +$13 | ﹤0.01% | 2217 |
|
|
2015
Q4 | $47K | Buy |
3,230
+1,561
| +94% | +$22.6K | ﹤0.01% | 2163 |
|
|
2015
Q3 | $24K | Buy |
+1,669
| New | +$25.2K | ﹤0.01% | 2585 |
|
|
2015
Q2 | – | Sell |
-1,411
| Closed | -$20K | – | 1734 |
|
|
2015
Q1 | $20K | Sell |
1,411
-357
| -20% | -$4.92K | ﹤0.01% | 2709 |
|
|
2014
Q4 | $24K | Buy |
1,768
+1,135
| +179% | +$14.4K | ﹤0.01% | 2522 |
|
|
2014
Q3 | $8K | Hold |
633
| – | – | ﹤0.01% | 3059 |
|
|
2014
Q2 | $8K | Sell |
633
-4
| -0.6% | -$47 | ﹤0.01% | 2983 |
|
|
2014
Q1 | $8K | Buy |
637
+368
| +137% | +$4.38K | ﹤0.01% | 2845 |
|
|
2013
Q4 | $3K | Sell |
269
-12
| -4% | -$134 | ﹤0.01% | 2995 |
|
|
2013
Q3 | $3K | Buy |
281
+10
| +4% | +$118 | ﹤0.01% | 2877 |
|
|
2013
Q2 | $3K | Buy |
+271
| New | +$2.93K | ﹤0.01% | 2706 |
|
Other funds holding FHN
VPM
VCM
NRCM
Creative Planning's FHN Position: Q1 2026 in Review
Creative Planning increased its First Horizon (FHN) stake by 104% in Q1 2026, buying an estimated $3.34M and bringing the position to 273,457 shares worth $6.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1022.
Creative Planning first reported a position in FHN in Q2 2013 and has held it in 39 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.
- Creative Planning held 273,457 shares of First Horizon worth $6.22M as of Q1 2026.
- Creative Planning bought 139,629 First Horizon shares in Q1 2026, an estimated $3.34M.
- First Horizon made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1022 holding.
- Creative Planning first reported a position in First Horizon in Q2 2013 and has held it in 39 quarters since.
- 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.