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MPWM Advisory Solutions’s First Horizon FHN Stock Holding History

MPWM Advisory Solutions’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 		$124K Buy
5,430
+33
+0.6% +$789 0.07% 128
2025
Q4 		$129K Buy
5,397
+36
+0.7% +$803 0.07% 114
2025
Q3 		$121K Sell
5,361
-1,203
-18% -$26.7K 0.07% 105
2025
Q2 		$139K Buy
6,564
+51
+0.8% +$972 0.09% 99
2025
Q1 		$126K Buy
6,513
+48
+0.7% +$988 0.09% 85
2024
Q4 		$130K Buy
+6,465
New +$122K 0.1% 89

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPWM Advisory Solutions's FHN Position: Q1 2026 in Review

MPWM Advisory Solutions increased its First Horizon (FHN) stake by 0.61% in Q1 2026, buying an estimated $789 and bringing the position to 5,430 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #128.

MPWM Advisory Solutions first reported a position in FHN in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q2 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • MPWM Advisory Solutions held 5,430 shares of First Horizon worth $124K as of Q1 2026.
  • MPWM Advisory Solutions bought 33 First Horizon shares in Q1 2026, an estimated $789.
  • First Horizon made up 0.07% of MPWM Advisory Solutions's portfolio in Q1 2026, its #128 holding.
  • MPWM Advisory Solutions first reported a position in First Horizon in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's First Horizon position peaked at $139K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.