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Turning Point Benefit Group’s First Horizon FHN Stock Holding History

Turning Point Benefit Group’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 		– Sell
-145
Closed -$3.46K – 348
2025
Q4 		$3.46K Buy
+145
New +$3.23K ﹤0.01% 352

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's FHN Position: Q1 2026 in Review

Turning Point Benefit Group sold out of First Horizon (FHN) in Q1 2026, closing a stake of 145 shares — an estimated $3.46K sold.

Turning Point Benefit Group first reported a position in FHN in Q4 2025 and held it in 1 quarter. The position peaked at $3.46K in Q4 2025. 642 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Turning Point Benefit Group reported no remaining First Horizon position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 145 First Horizon shares in Q1 2026, an estimated $3.46K.
  • Turning Point Benefit Group first reported a position in First Horizon in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's First Horizon position peaked at $3.46K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.