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Leavell Investment Management’s First Horizon FHN Stock Holding History

Leavell Investment Management’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 		– Sell
-11,321
Closed -$241K – 602
2025
Q2 		$241K Hold
11,321
– – 0.01% 530
2025
Q1 		$222K Buy
11,321
+298
+3% +$6.13K 0.01% 517
2024
Q4 		$224K Hold
11,023
– – 0.01% 507
2024
Q3 		$173K Buy
+11,023
New +$175K 0.01% 531

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
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 $618B AUM 30.34% 1-Year Est. Return

Leavell Investment Management's FHN Position: Q3 2025 in Review

Leavell Investment Management sold out of First Horizon (FHN) in Q3 2025, closing a stake of 11,321 shares — an estimated $241K sold.

Leavell Investment Management first reported a position in FHN in Q3 2024 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 580 funds tracked by Wall St. Rank hold FHN as of Q3 2025.

  • Leavell Investment Management reported no remaining First Horizon position as of Q3 2025 after selling out during the quarter.
  • Leavell Investment Management sold 11,321 First Horizon shares in Q3 2025, an estimated $241K.
  • Leavell Investment Management first reported a position in First Horizon in Q3 2024 and held it in 4 quarters.
  • Leavell Investment Management's First Horizon position peaked at $241K in Q2 2025.
  • 580 funds tracked by Wall St. Rank held First Horizon as of Q3 2025.

Based on Leavell Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.