Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s First Horizon FHN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$13M Buy
569,497
+3,627
+0.6% +$86.7K 0.02% 513
2025
Q4 		$13.5M Buy
565,870
+116,006
+26% +$2.59M 0.02% 506
2025
Q3 		$10.2M Buy
449,864
+22,588
+5% +$502K 0.02% 594
2025
Q2 		$9.06M Sell
427,276
-627
-0.1% -$11.9K 0.02% 607
2025
Q1 		$8.31M Buy
427,903
+87,403
+26% +$1.8M 0.02% 621
2024
Q4 		$6.86M Buy
+340,500
New +$6.4M 0.01% 634

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

Universal-Beteiligungs- und Servicegesellschaft's FHN Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its First Horizon (FHN) stake by 0.64% in Q1 2026, buying an estimated $86.7K and bringing the position to 569,497 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #513.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FHN in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5M in Q4 2025. 636 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 569,497 shares of First Horizon worth $13M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 3,627 First Horizon shares in Q1 2026, an estimated $86.7K.
  • First Horizon made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #513 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in First Horizon in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's First Horizon position peaked at $13.5M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.