Planning Strategies
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Planning Strategies’s First Horizon FHN Stock Holding History

Planning Strategies’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
Q3 		$2.19K Sell
95
-2
-2% -$50 ﹤0.01% 606
2026
Q2 		$2.49K Buy
+97
New +$2.36K ﹤0.01% 536

Other funds holding FHN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Planning Strategies's FHN Position: Q3 2026 in Review

Planning Strategies reduced its First Horizon (FHN) stake by 2.1% in Q3 2026, selling an estimated $50 and leaving 95 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Planning Strategies first reported a position in FHN in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.49K in Q2 2026. 522 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • Planning Strategies held 95 shares of First Horizon worth $2.19K as of Q3 2026.
  • Planning Strategies sold 2 First Horizon shares in Q3 2026, an estimated $50.
  • First Horizon made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #606 holding.
  • Planning Strategies first reported a position in First Horizon in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's First Horizon position peaked at $2.49K in Q2 2026.
  • 522 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.