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CreativeOne Wealth’s First Horizon FHN Stock Holding History

CreativeOne Wealth’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
-15,621
Closed -$373K – 1208
2025
Q4 		$373K Buy
15,621
+1,967
+14% +$43.8K 0.01% 878
2025
Q3 		$309K Buy
13,654
+363
+3% +$8.07K 0.01% 934
2025
Q2 		$282K Sell
13,291
-3,970
-23% -$75.6K 0.01% 945
2025
Q1 		$335K Buy
17,261
+5,812
+51% +$120K 0.01% 826
2024
Q4 		$231K Sell
11,449
-216
-2% -$4.06K 0.01% 974
2024
Q3 		$181K Buy
11,665
+773
+7% +$12.3K 0.01% 916
2024
Q2 		$172K Buy
+10,892
New +$165K 0.01% 742
2023
Q2 		– Sell
-10,795
Closed -$192K – 849
2023
Q1 		$192K Buy
+10,795
New +$240K 0.01% 757

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

CreativeOne Wealth's FHN Position: Q1 2026 in Review

CreativeOne Wealth sold out of First Horizon (FHN) in Q1 2026, closing a stake of 15,621 shares — an estimated $373K sold.

CreativeOne Wealth first reported a position in FHN in Q1 2023 and held it in 8 quarters. The position peaked at $373K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • CreativeOne Wealth reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 15,621 First Horizon shares in Q1 2026, an estimated $373K.
  • CreativeOne Wealth first reported a position in First Horizon in Q1 2023 and held it in 8 quarters.
  • CreativeOne Wealth's First Horizon position peaked at $373K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.