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Root Financial Partners’s First Horizon FHN Stock Holding History

Root Financial Partners’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 		$140K Buy
6,140
+4,577
+293% +$109K 0.01% 436
2025
Q4 		$37.4K Buy
1,563
+209
+15% +$4.66K ﹤0.01% 838
2025
Q3 		$30.6K Buy
+1,354
New +$30.1K ﹤0.01% 882

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

Root Financial Partners's FHN Position: Q1 2026 in Review

Root Financial Partners increased its First Horizon (FHN) stake by 293% in Q1 2026, buying an estimated $109K and bringing the position to 6,140 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #436.

Root Financial Partners first reported a position in FHN in Q3 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Root Financial Partners held 6,140 shares of First Horizon worth $140K as of Q1 2026.
  • Root Financial Partners bought 4,577 First Horizon shares in Q1 2026, an estimated $109K.
  • First Horizon made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #436 holding.
  • Root Financial Partners first reported a position in First Horizon in Q3 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.