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Gries Financial’s First Horizon FHN Stock Holding History

Gries Financial’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
Q3 		$329K Buy
14,554
+163
+1% +$3.62K 0.05% 221
2025
Q2 		$305K Sell
14,391
-1,225
-8% -$23.3K 0.06% 218
2025
Q1 		$303K Sell
15,616
-25
-0.2% -$515 0.06% 206
2024
Q4 		$315K Buy
15,641
+1,076
+7% +$20.2K 0.06% 213
2024
Q3 		$226K Sell
14,565
-144
-1% -$2.29K 0.04% 242
2024
Q2 		$232K Buy
14,709
+589
+4% +$8.92K 0.05% 211
2024
Q1 		$217K Buy
14,120
+267
+2% +$3.83K 0.04% 255
2023
Q4 		$196K Buy
+13,853
New +$167K 0.04% 211

Other funds holding FHN

BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return