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BFC Planning, Inc.’s First Horizon FHN Stock Holding History

BFC Planning, Inc.’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
Q2 		$35.9K Hold
1,400
– – ﹤0.01% 1722
2026
Q1 		$31.9K Hold
1,400
– – ﹤0.01% 1515
2025
Q4 		$33.5K Hold
1,400
– – ﹤0.01% 1529
2025
Q3 		$31.7K Hold
1,400
– – ﹤0.01% 1367
2025
Q2 		$29.7K Buy
1,400
+200
+17% +$3.81K ﹤0.01% 1338
2025
Q1 		$23.3K Hold
1,200
– – ﹤0.01% 1399
2024
Q4 		$24.2K Buy
+1,200
New +$22.6K ﹤0.01% 1386

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s FHN Position: Q2 2026 in Review

BFC Planning, Inc. held its First Horizon (FHN) position steady in Q2 2026 at 1,400 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

BFC Planning, Inc. first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 678 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • BFC Planning, Inc. held 1,400 shares of First Horizon worth $35.9K as of Q2 2026.
  • BFC Planning, Inc. left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1722 holding.
  • BFC Planning, Inc. first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
  • 678 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.