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Twin Peaks Wealth Advisors’s First Horizon FHN Stock Holding History

Twin Peaks Wealth Advisors’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 		$5.6K Buy
+246
New +$5.88K ﹤0.01% 1345
2025
Q3 		– Sell
-223
Closed -$4.89K – 843
2025
Q2 		$4.89K Buy
+223
New +$4.25K ﹤0.01% 1319

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

Twin Peaks Wealth Advisors's FHN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Horizon (FHN) in Q1 2026: 246 shares worth $5.6K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FHN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FHN in Q2 2025 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 246 shares of First Horizon worth $5.6K as of Q1 2026.
  • First Horizon was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • First Horizon made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1345 holding.
  • Twin Peaks Wealth Advisors first reported a position in First Horizon in Q2 2025 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.