First Horizon Corporation’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

First Horizon Corporation’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Hold	54,555	–	–	0.07%	170
2026 Q1	$1.68M	Buy	+54,555	New	+$1.73M	0.07%	179

Other funds holding BALI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

First Horizon Corporation's BALI Position: Q2 2026 in Review

First Horizon Corporation held its iShares U.S. Large Cap Premium Income Active ETF (BALI) position steady in Q2 2026 at 54,555 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #170.

First Horizon Corporation first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

First Horizon Corporation held 54,555 shares of iShares U.S. Large Cap Premium Income Active ETF worth $1.85M as of Q2 2026.
First Horizon Corporation left its iShares U.S. Large Cap Premium Income Active ETF share count unchanged in Q2 2026.
iShares U.S. Large Cap Premium Income Active ETF made up 0.07% of First Horizon Corporation's portfolio in Q2 2026, its #170 holding.
First Horizon Corporation first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.