Focus Partners Wealth
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Focus Partners Wealth’s First Horizon FHN Stock Holding History

Focus Partners 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 		$1.97M Buy
86,369
+35,890
+71% +$858K ﹤0.01% 1320
2025
Q4 		$1.21M Buy
50,479
+16,973
+51% +$378K ﹤0.01% 1553
2025
Q3 		$768K Sell
33,506
-11,395
-25% -$253K ﹤0.01% 1412
2025
Q2 		$952K Sell
44,901
-156
-0.3% -$2.97K ﹤0.01% 1165
2025
Q1 		$875K Sell
45,057
-837
-2% -$17.2K ﹤0.01% 1110
2024
Q4 		$924K Buy
45,894
+2,972
+7% +$55.9K ﹤0.01% 1081
2024
Q3 		$667K Buy
+42,922
New +$682K ﹤0.01% 1057

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

Focus Partners Wealth's FHN Position: Q1 2026 in Review

Focus Partners Wealth increased its First Horizon (FHN) stake by 71% in Q1 2026, buying an estimated $858K and bringing the position to 86,369 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Focus Partners Wealth first reported a position in FHN in Q3 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Focus Partners Wealth held 86,369 shares of First Horizon worth $1.97M as of Q1 2026.
  • Focus Partners Wealth bought 35,890 First Horizon shares in Q1 2026, an estimated $858K.
  • First Horizon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1320 holding.
  • Focus Partners Wealth first reported a position in First Horizon in Q3 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

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