Estate Planners Group’s First Horizon FHN Stock Holding History

Estate Planners Group’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	-1,213	Closed	-$29K	–	181
2025 Q4	$29K	Buy	+1,213	New	+$27K	0.01%	178

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's FHN Position: Q1 2026 in Review

Estate Planners Group sold out of First Horizon (FHN) in Q1 2026, closing a stake of 1,213 shares — an estimated $29K sold.

Estate Planners Group first reported a position in FHN in Q4 2025 and held it in 1 quarter. The position peaked at $29K in Q4 2025. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Estate Planners Group reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,213 First Horizon shares in Q1 2026, an estimated $29K.
Estate Planners Group first reported a position in First Horizon in Q4 2025 and held it in 1 quarter.
Estate Planners Group's First Horizon position peaked at $29K in Q4 2025.
642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.