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BankPlus Trust Department’s First Horizon FHN Stock Holding History

BankPlus Trust Department’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
-3,457
Closed -$67.1K – 456
2025
Q1 		$67.1K Hold
3,457
– – 0.02% 202
2024
Q4 		$69.6K Buy
+3,457
New +$65K 0.02% 199

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BankPlus Trust Department's FHN Position: Q2 2025 in Review

BankPlus Trust Department sold out of First Horizon (FHN) in Q2 2025, closing a stake of 3,457 shares — an estimated $67.1K sold.

BankPlus Trust Department first reported a position in FHN in Q4 2024 and held it in 2 quarters. The position peaked at $69.6K in Q4 2024. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

  • BankPlus Trust Department reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
  • BankPlus Trust Department sold 3,457 First Horizon shares in Q2 2025, an estimated $67.1K.
  • BankPlus Trust Department first reported a position in First Horizon in Q4 2024 and held it in 2 quarters.
  • BankPlus Trust Department's First Horizon position peaked at $69.6K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.