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SimplyRich’s First Horizon FHN Stock Holding History

SimplyRich’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 		$285K Sell
12,530
-668
-5% -$16K 0.07% 203
2025
Q4 		$315K Buy
13,198
+16
+0.1% +$357 0.08% 170
2025
Q3 		$298K Sell
13,182
-30
-0.2% -$667 0.08% 177
2025
Q2 		$280K Sell
13,212
-1,051
-7% -$20K 0.08% 191
2025
Q1 		$276K Buy
14,263
+9
+0.1% +$185 0.08% 188
2024
Q4 		$287K Buy
14,254
+1,051
+8% +$19.8K 0.08% 189
2024
Q3 		$205K Buy
+13,203
New +$210K 0.06% 218

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

SimplyRich's FHN Position: Q1 2026 in Review

SimplyRich reduced its First Horizon (FHN) stake by 5.1% in Q1 2026, selling an estimated $16K and leaving 12,530 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #203.

SimplyRich first reported a position in FHN in Q3 2024 and has held it in 7 quarters since. The position peaked at $315K in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • SimplyRich held 12,530 shares of First Horizon worth $285K as of Q1 2026.
  • SimplyRich sold 668 First Horizon shares in Q1 2026, an estimated $16K.
  • First Horizon made up 0.07% of SimplyRich's portfolio in Q1 2026, its #203 holding.
  • SimplyRich first reported a position in First Horizon in Q3 2024 and has held it in 7 quarters since.
  • SimplyRich's First Horizon position peaked at $315K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.