Laurel Wealth Advisors (North Carolina)’s First Horizon FHN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-369	Closed	-$7.17K	–	353
2025 Q1	$7.17K	Hold	369	–	–	﹤0.01%	508
2024 Q4	$7.43K	Hold	369	–	–	﹤0.01%	515
2024 Q3	$5.73K	Hold	369	–	–	﹤0.01%	500
2024 Q2	$5.82K	Hold	369	–	–	﹤0.01%	469
2024 Q1	$5.68K	Hold	369	–	–	﹤0.01%	474
2023 Q4	$5.23K	Hold	369	–	–	﹤0.01%	452
2023 Q3	$4.07K	Hold	369	–	–	﹤0.01%	468
2023 Q2	$4.16K	Hold	369	–	–	﹤0.01%	467
2023 Q1	$6.56K	Hold	369	–	–	﹤0.01%	436
2022 Q4	$9.04K	Sell	369 -310	-46%	-$7.51K	﹤0.01%	389
2022 Q3	$16K	Hold	679	–	–	﹤0.01%	351
2022 Q2	$15K	Sell	679 -650	-49%	-$14.6K	﹤0.01%	356
2022 Q1	$31K	Hold	1,329	–	–	0.01%	310
2021 Q4	$22K	Buy	+1,329	New	+$22.2K	﹤0.01%	334
2020 Q4	–	Sell	-8	Closed	–	–	596
2020 Q3	$0	Hold	8	–	–	﹤0.01%	535
2020 Q2	$0	Hold	8	–	–	﹤0.01%	521
2020 Q1	$0	Hold	8	–	–	﹤0.01%	529
2019 Q4	$0	Hold	8	–	–	﹤0.01%	532
2019 Q3	$0	Buy	+8	New	+$126	﹤0.01%	521
2019 Q1	–	Sell	-7,994	Closed	-$105K	–	497
2018 Q4	$105K	Buy	+7,994	New	+$124K	0.04%	155

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s FHN Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Horizon (FHN) in Q2 2025, closing a stake of 369 shares — an estimated $7.17K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FHN in Q4 2018 and held it in 20 quarters. The position peaked at $105K in Q4 2018. 556 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 369 First Horizon shares in Q2 2025, an estimated $7.17K.
Laurel Wealth Advisors (North Carolina) first reported a position in First Horizon in Q4 2018 and held it in 20 quarters.
Laurel Wealth Advisors (North Carolina)'s First Horizon position peaked at $105K in Q4 2018.
556 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.