IPW
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Impact Partnership Wealth’s First Horizon FHN Stock Holding History

Impact Partnership Wealth’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
-17,767
Closed -$345K – 321
2025
Q1 		$345K Sell
17,767
-3,167
-15% -$65.2K 0.07% 158
2024
Q4 		$422K Buy
20,934
+314
+2% +$5.91K 0.09% 154
2024
Q3 		$320K Buy
20,620
+4,932
+31% +$78.3K 0.07% 164
2024
Q2 		$247K Sell
15,688
-588
-4% -$8.9K 0.07% 181
2024
Q1 		$251K Sell
16,276
-2,726
-14% -$39.1K 0.1% 140
2023
Q4 		$269K Buy
19,002
+4,869
+34% +$58.6K 0.1% 130
2023
Q3 		$156K Buy
+14,133
New +$175K 0.05% 219

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

Impact Partnership Wealth's FHN Position: Q2 2025 in Review

Impact Partnership Wealth sold out of First Horizon (FHN) in Q2 2025, closing a stake of 17,767 shares — an estimated $345K sold.

Impact Partnership Wealth first reported a position in FHN in Q3 2023 and held it in 7 quarters. The position peaked at $422K in Q4 2024. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

  • Impact Partnership Wealth reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 17,767 First Horizon shares in Q2 2025, an estimated $345K.
  • Impact Partnership Wealth first reported a position in First Horizon in Q3 2023 and held it in 7 quarters.
  • Impact Partnership Wealth's First Horizon position peaked at $422K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.