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Centennial Wealth Advisory’s First Horizon FHN Stock Holding History

Centennial Wealth Advisory’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
-15,627
Closed -$303K – 157
2025
Q1 		$303K Buy
+15,627
New +$322K 0.11% 119

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

Centennial Wealth Advisory's FHN Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of First Horizon (FHN) in Q2 2025, closing a stake of 15,627 shares — an estimated $303K sold.

Centennial Wealth Advisory first reported a position in FHN in Q1 2025 and held it in 1 quarter. The position peaked at $303K in Q1 2025. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

  • Centennial Wealth Advisory reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
  • Centennial Wealth Advisory sold 15,627 First Horizon shares in Q2 2025, an estimated $303K.
  • Centennial Wealth Advisory first reported a position in First Horizon in Q1 2025 and held it in 1 quarter.
  • Centennial Wealth Advisory's First Horizon position peaked at $303K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.