BG
FHN icon

Bollard Group’s First Horizon FHN Stock Holding History

Bollard 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
2025
Q2 		– Sell
-7,347
Closed -$143K – 297
2025
Q1 		$143K Buy
7,347
+54
+0.7% +$1.11K ﹤0.01% 173
2024
Q4 		$147K Buy
7,293
+69
+1% +$1.3K ﹤0.01% 170
2024
Q3 		$112K Buy
7,224
+68
+1% +$1.08K ﹤0.01% 196
2024
Q2 		$113K Buy
7,156
+69
+1% +$1.04K ﹤0.01% 192
2024
Q1 		$109K Buy
7,087
+74
+1% +$1.06K ﹤0.01% 188
2023
Q4 		$99K Buy
7,013
+93
+1% +$1.12K ﹤0.01% 188
2023
Q3 		$76K Buy
6,920
+91
+1% +$1.13K ﹤0.01% 194
2023
Q2 		$77K Buy
6,829
+56
+0.8% +$750 ﹤0.01% 204
2023
Q1 		$120K Buy
6,773
+42
+0.6% +$933 ﹤0.01% 184
2022
Q4 		$165K Buy
6,731
+43
+0.6% +$1.04K 0.01% 166
2022
Q3 		$153K Buy
6,688
+45
+0.7% +$1.02K 0.01% 175
2022
Q2 		$145K Buy
6,643
+43
+0.7% +$966 0.01% 186
2022
Q1 		$155K Buy
6,600
+60
+0.9% +$1.2K 0.01% 249
2021
Q4 		$107K Buy
6,540
+58
+0.9% +$967 ﹤0.01% 284
2021
Q3 		$106K Buy
6,482
+56
+0.9% +$892 ﹤0.01% 278
2021
Q2 		$111K Buy
6,426
+56
+0.9% +$1.02K ﹤0.01% 270
2021
Q1 		$108K Hold
6,370
– – ﹤0.01% 270
2020
Q4 		$81K Hold
6,370
– – ﹤0.01% 291
2020
Q3 		$60K Buy
+6,370
New +$59.9K ﹤0.01% 311

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