UFPG
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United Financial Planning Group’s First Horizon FHN Stock Holding History

United Financial Planning 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
Q2 		$8.28K Hold
323
– – ﹤0.01% 280
2026
Q1 		$7.35K Buy
+323
New +$7.72K ﹤0.01% 259

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

United Financial Planning Group's FHN Position: Q2 2026 in Review

United Financial Planning Group held its First Horizon (FHN) position steady in Q2 2026 at 323 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

United Financial Planning Group first reported a position in FHN in Q1 2026 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • United Financial Planning Group held 323 shares of First Horizon worth $8.28K as of Q2 2026.
  • United Financial Planning Group left its First Horizon share count unchanged in Q2 2026.
  • First Horizon made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #280 holding.
  • United Financial Planning Group first reported a position in First Horizon in Q1 2026 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.