Clearstead Trust’s First Horizon FHN Stock Holding History

Clearstead Trust’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	-214	Closed	-$4.16K	–	1510
2025 Q1	$4.16K	Buy	+214	New	+$4.41K	﹤0.01%	641

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Clearstead Trust's FHN Position: Q2 2025 in Review

Clearstead Trust sold out of First Horizon (FHN) in Q2 2025, closing a stake of 214 shares — an estimated $4.16K sold.

Clearstead Trust first reported a position in FHN in Q1 2025 and held it in 1 quarter. The position peaked at $4.16K in Q1 2025. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Clearstead Trust reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 214 First Horizon shares in Q2 2025, an estimated $4.16K.
Clearstead Trust first reported a position in First Horizon in Q1 2025 and held it in 1 quarter.
Clearstead Trust's First Horizon position peaked at $4.16K in Q1 2025.
555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.