PWPS
FHN icon

Pinnacle Wealth Planning Services’s First Horizon FHN Stock Holding History

Pinnacle Wealth Planning Services’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 		$231K Sell
10,136
-151
-1% -$3.61K 0.02% 427
2025
Q4 		$246K Buy
10,287
+16
+0.2% +$357 0.03% 397
2025
Q3 		$232K Buy
+10,271
New +$228K 0.03% 401
2021
Q1 		– Sell
-3,149
Closed -$40K – 915
2020
Q4 		$40K Buy
+3,149
New +$36.9K 0.01% 891

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

Pinnacle Wealth Planning Services's FHN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its First Horizon (FHN) stake by 1.5% in Q1 2026, selling an estimated $3.61K and leaving 10,136 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #427.

Pinnacle Wealth Planning Services first reported a position in FHN in Q4 2020 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10,136 shares of First Horizon worth $231K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 151 First Horizon shares in Q1 2026, an estimated $3.61K.
  • First Horizon made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #427 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Horizon in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's First Horizon position peaked at $246K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.