LFA
FHN icon

LGT Financial Advisors’s First Horizon FHN Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-804
Closed -$16.2K – 461
2024
Q4 		$16.2K Hold
804
– – 0.04% 350
2024
Q3 		$12.5K Hold
804
– – 0.03% 371
2024
Q2 		$12.7K Hold
804
– – 0.03% 417
2024
Q1 		$12.4K Hold
804
– – 0.01% 463
2023
Q4 		$11.4K Buy
+804
New +$9.68K 0.01% 462

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's FHN Position: Q1 2025 in Review

LGT Financial Advisors sold out of First Horizon (FHN) in Q1 2025, closing a stake of 804 shares — an estimated $16.2K sold.

LGT Financial Advisors first reported a position in FHN in Q4 2023 and held it in 5 quarters. The position peaked at $16.2K in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • LGT Financial Advisors reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 804 First Horizon shares in Q1 2025, an estimated $16.2K.
  • LGT Financial Advisors first reported a position in First Horizon in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's First Horizon position peaked at $16.2K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.