LifeWealth Investments’s First Horizon FHN Stock Holding History

LifeWealth Investments’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	-13,180	Closed	-$256K	–	222
2025 Q1	$256K	Buy	+13,180	New	+$271K	0.06%	179

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LifeWealth Investments's FHN Position: Q2 2025 in Review

LifeWealth Investments sold out of First Horizon (FHN) in Q2 2025, closing a stake of 13,180 shares — an estimated $256K sold.

LifeWealth Investments first reported a position in FHN in Q1 2025 and held it in 1 quarter. The position peaked at $256K in Q1 2025. 555 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

LifeWealth Investments reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
LifeWealth Investments sold 13,180 First Horizon shares in Q2 2025, an estimated $256K.
LifeWealth Investments first reported a position in First Horizon in Q1 2025 and held it in 1 quarter.
LifeWealth Investments's First Horizon position peaked at $256K in Q1 2025.
555 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.