Forum Financial Management’s First Horizon FHN Stock Holding History

Forum Financial Management’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	-15,493	Closed	-$370K	–	572
2025 Q4	$370K	Buy	15,493 +6	+0%	+$134	﹤0.01%	633
2025 Q3	$350K	Buy	15,487 +10	+0.1%	+$222	﹤0.01%	652
2025 Q2	$328K	Buy	15,477 +1,010	+7%	+$19.2K	0.01%	628
2025 Q1	$281K	Sell	14,467 -491	-3%	-$10.1K	﹤0.01%	627
2024 Q4	$301K	Buy	14,958 +3,159	+27%	+$59.4K	0.01%	611
2024 Q3	$183K	Buy	11,799 +9	+0.1%	+$143	﹤0.01%	733
2024 Q2	$186K	Buy	11,790 +502	+4%	+$7.6K	﹤0.01%	680
2024 Q1	$174K	Sell	11,288 -3,745	-25%	-$53.8K	﹤0.01%	712
2023 Q4	$213K	Hold	15,033	–	–	﹤0.01%	622
2023 Q3	$166K	Hold	15,033	–	–	﹤0.01%	603
2023 Q2	$169K	Hold	15,033	–	–	﹤0.01%	623
2023 Q1	$267K	Hold	15,033	–	–	0.01%	444
2022 Q4	$368K	Hold	15,033	–	–	0.01%	335
2022 Q3	$344K	Hold	15,033	–	–	0.02%	308
2022 Q2	$329K	Hold	15,033	–	–	0.02%	328
2022 Q1	$353K	Hold	15,033	–	–	0.02%	326
2021 Q4	$245K	Buy	+15,033	New	+$251K	0.01%	517

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

Forum Financial Management's FHN Position: Q1 2026 in Review

Forum Financial Management sold out of First Horizon (FHN) in Q1 2026, closing a stake of 15,493 shares — an estimated $370K sold.

Forum Financial Management first reported a position in FHN in Q4 2021 and held it in 17 quarters. The position peaked at $370K in Q4 2025. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

Forum Financial Management reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 15,493 First Horizon shares in Q1 2026, an estimated $370K.
Forum Financial Management first reported a position in First Horizon in Q4 2021 and held it in 17 quarters.
Forum Financial Management's First Horizon position peaked at $370K in Q4 2025.
642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.