Advisor Resource Council’s First Horizon FHN Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-54,689	Closed	-$1.06M	–	319
2025 Q1	$1.06M	Buy	+54,689	New	+$1.13M	0.09%	236
2023 Q1	–	Sell	-15,269	Closed	-$374K	–	269
2022 Q4	$374K	Sell	15,269 -7,905	-34%	-$192K	0.18%	102
2022 Q3	$531K	Sell	23,174 -118,728	-84%	-$2.7M	0.36%	78
2022 Q2	$3.1M	Buy	141,902 +76,907	+118%	+$1.73M	0.29%	69
2022 Q1	$1.53M	Sell	64,995 -55,803	-46%	-$1.11M	0.46%	62
2021 Q4	$1.97M	Buy	120,798 +69,563	+136%	+$1.16M	0.15%	143
2021 Q3	$835K	Sell	51,235 -21,844	-30%	-$348K	0.25%	102
2021 Q2	$1.26M	Buy	+73,079	New	+$1.33M	0.13%	173

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Advisor Resource Council's FHN Position: Q2 2025 in Review

Advisor Resource Council sold out of First Horizon (FHN) in Q2 2025, closing a stake of 54,689 shares — an estimated $1.06M sold.

Advisor Resource Council first reported a position in FHN in Q2 2021 and held it in 8 quarters. The position peaked at $3.1M in Q2 2022. 556 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Advisor Resource Council reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 54,689 First Horizon shares in Q2 2025, an estimated $1.06M.
Advisor Resource Council first reported a position in First Horizon in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's First Horizon position peaked at $3.1M in Q2 2022.
556 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.