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Compass Financial Services’s First Horizon FHN Stock Holding History

Compass Financial Services’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
-1,965
Closed -$38.2K – 308
2025
Q1 		$38.2K Buy
+1,965
New +$40.4K 0.02% 100

Other funds holding FHN

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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

Compass Financial Services's FHN Position: Q2 2025 in Review

Compass Financial Services sold out of First Horizon (FHN) in Q2 2025, closing a stake of 1,965 shares — an estimated $38.2K sold.

Compass Financial Services first reported a position in FHN in Q1 2025 and held it in 1 quarter. The position peaked at $38.2K in Q1 2025. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

  • Compass Financial Services reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
  • Compass Financial Services sold 1,965 First Horizon shares in Q2 2025, an estimated $38.2K.
  • Compass Financial Services first reported a position in First Horizon in Q1 2025 and held it in 1 quarter.
  • Compass Financial Services's First Horizon position peaked at $38.2K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.