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Phillips Wealth Planners’s First Horizon FHN Stock Holding History

Phillips Wealth Planners’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 		$231K Sell
8,948
-1,000
-10% -$24.4K 0.17% 196
2026
Q1 		$239K Buy
+9,948
New +$238K 0.18% 182

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

Phillips Wealth Planners's FHN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its First Horizon (FHN) stake by 10% in Q2 2026, selling an estimated $24.4K and leaving 8,948 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #196.

Phillips Wealth Planners first reported a position in FHN in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 673 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • Phillips Wealth Planners held 8,948 shares of First Horizon worth $231K as of Q2 2026.
  • Phillips Wealth Planners sold 1,000 First Horizon shares in Q2 2026, an estimated $24.4K.
  • First Horizon made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #196 holding.
  • Phillips Wealth Planners first reported a position in First Horizon in Q1 2026 and has held it in 2 quarters since.
  • Phillips Wealth Planners's First Horizon position peaked at $239K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.