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Global Retirement Partners’s First Horizon FHN Stock Holding History

Global Retirement Partners’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 		$559K Buy
+21,808
New +$532K 0.01% 983
2025
Q4 		$503K Buy
21,033
+19,971
+1,881% +$445K 0.01% 957
2025
Q3 		$24K Hold
1,062
– – ﹤0.01% 2308
2025
Q2 		$22.5K Buy
+1,062
New +$20.2K ﹤0.01% 2230
2024
Q4 		$21.2K Buy
1,051
+108
+11% +$2.03K ﹤0.01% 2056
2024
Q3 		$14.6K Buy
943
+800
+559% +$12.7K ﹤0.01% 2143
2024
Q2 		$2.25K Sell
143
-442
-76% -$6.69K ﹤0.01% 2926
2024
Q1 		$9.01K Buy
585
+139
+31% +$2K ﹤0.01% 2167
2023
Q4 		$5.92K Buy
446
+188
+73% +$2.26K ﹤0.01% 2255
2023
Q3 		$2.72K Sell
258
-183
-41% -$2.27K ﹤0.01% 2413
2023
Q2 		$4.97K Buy
441
+103
+30% +$1.38K ﹤0.01% 2204
2023
Q1 		$5.09K Sell
338
-41
-11% -$911 ﹤0.01% 2157
2022
Q4 		$9.29K Buy
379
+192
+103% +$4.65K ﹤0.01% 1811
2022
Q3 		$5K Hold
187
– – ﹤0.01% 1922
2022
Q2 		$4K Buy
187
+13
+7% +$292 ﹤0.01% 1952
2022
Q1 		$4K Buy
+174
New +$3.47K ﹤0.01% 1954

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 $609B AUM 40.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's FHN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Horizon (FHN) in Q2 2026: 21,808 shares worth $559K. The stake represents 0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FHN as recently as Q4 2025.

Global Retirement Partners first reported a position in FHN in Q1 2022 and has held it in 16 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Global Retirement Partners held 21,808 shares of First Horizon worth $559K as of Q2 2026.
  • First Horizon was a new Global Retirement Partners position in Q2 2026.
  • First Horizon made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #983 holding.
  • Global Retirement Partners first reported a position in First Horizon in Q1 2022 and has held it in 16 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.