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Journey Strategic Wealth’s First Horizon FHN Stock Holding History

Journey Strategic 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 		$243K Buy
+10,682
New +$255K 0.01% 669
2023
Q4 		– Sell
-10,922
Closed -$120K – 245
2023
Q3 		$120K Buy
+10,922
New +$135K 0.01% 186

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Strategic Wealth's FHN Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in First Horizon (FHN) in Q1 2026: 10,682 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in FHN as recently as Q3 2023.

Journey Strategic Wealth first reported a position in FHN in Q3 2023 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Journey Strategic Wealth held 10,682 shares of First Horizon worth $243K as of Q1 2026.
  • First Horizon was a new Journey Strategic Wealth position in Q1 2026.
  • First Horizon made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #669 holding.
  • Journey Strategic Wealth first reported a position in First Horizon in Q3 2023 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.