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Golden State Wealth Management’s First Horizon FHN Stock Holding History

Golden State Wealth 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
Q2 		$54.4K Sell
2,122
-73
-3% -$1.78K 0.01% 707
2026
Q1 		$50K Hold
2,195
– – 0.01% 682
2025
Q4 		$52.5K Hold
2,195
– – 0.01% 680
2025
Q3 		$49.6K Hold
2,195
– – 0.01% 682
2025
Q2 		$46.5K Buy
2,195
+2,122
+2,907% +$40.4K 0.01% 664
2025
Q1 		$1.42K Buy
73
+68
+1,360% +$1.4K ﹤0.01% 1372
2024
Q4 		$112 Buy
+5
New +$94 ﹤0.01% 1480

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

Golden State Wealth Management's FHN Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Horizon (FHN) stake by 3.3% in Q2 2026, selling an estimated $1.78K and leaving 2,122 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #707.

Golden State Wealth Management first reported a position in FHN in Q4 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Golden State Wealth Management held 2,122 shares of First Horizon worth $54.4K as of Q2 2026.
  • Golden State Wealth Management sold 73 First Horizon shares in Q2 2026, an estimated $1.78K.
  • First Horizon made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Golden State Wealth Management first reported a position in First Horizon in Q4 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.