CI Investments Inc
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CI Investments Inc’s First Horizon FHN Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-5,183
Closed -$117K – 865
2025
Q3 		$117K Sell
5,183
-1,747
-25% -$38.8K ﹤0.01% 848
2025
Q2 		$147K Sell
6,930
-2,255
-25% -$43K ﹤0.01% 798
2025
Q1 		$178K Buy
9,185
+488
+6% +$10K ﹤0.01% 761
2024
Q4 		$175K Buy
8,697
+6,748
+346% +$127K ﹤0.01% 774
2024
Q3 		$30K Buy
1,949
+923
+90% +$14.7K ﹤0.01% 1055
2024
Q2 		$16K Sell
1,026
-71
-6% -$1.07K ﹤0.01% 1093
2024
Q1 		$17K Buy
1,097
+252
+30% +$3.62K ﹤0.01% 1127
2023
Q4 		$12K Buy
845
+34
+4% +$409 ﹤0.01% 1135
2023
Q3 		$9K Buy
811
+63
+8% +$780 ﹤0.01% 1189
2023
Q2 		$8K Buy
748
+718
+2,393% +$9.62K ﹤0.01% 1199
2023
Q1 		$1K Hold
30
– – ﹤0.01% 1129
2022
Q4 		$1K Sell
30
-5,954
-99% -$144K ﹤0.01% 1169
2022
Q3 		$137K Sell
5,984
-300
-5% -$6.82K ﹤0.01% 657
2022
Q2 		$137K Sell
6,284
-4,890
-44% -$110K ﹤0.01% 663
2022
Q1 		$262K Hold
11,174
– – ﹤0.01% 657
2021
Q4 		$182K Sell
11,174
-5,011
-31% -$83.5K ﹤0.01% 772
2021
Q3 		$264K Buy
16,185
+1,082
+7% +$17.2K ﹤0.01% 692
2021
Q2 		$261K Buy
15,103
+5,504
+57% +$99.9K ﹤0.01% 705
2021
Q1 		$162K Buy
9,599
+149
+2% +$2.36K ﹤0.01% 699
2020
Q4 		$121K Buy
9,450
+3,724
+65% +$43.6K ﹤0.01% 714
2020
Q3 		$54K Buy
+5,726
New +$53.8K ﹤0.01% 720

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CI Investments Inc's FHN Position: Q4 2025 in Review

CI Investments Inc sold out of First Horizon (FHN) in Q4 2025, closing a stake of 5,183 shares — an estimated $117K sold.

CI Investments Inc first reported a position in FHN in Q3 2020 and held it in 21 quarters. The position peaked at $264K in Q3 2021. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • CI Investments Inc reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 5,183 First Horizon shares in Q4 2025, an estimated $117K.
  • CI Investments Inc first reported a position in First Horizon in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's First Horizon position peaked at $264K in Q3 2021.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.