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Lynx Investment Advisory’s First Horizon FHN Stock Holding History

Lynx Investment Advisory’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
-27,507
Closed -$554K – 148
2024
Q4 		$554K Buy
27,507
+23
+0.1% +$433 0.38% 61
2024
Q3 		$427K Buy
27,484
+23
+0.1% +$365 0.31% 76
2024
Q2 		$433K Buy
+27,461
New +$416K 0.32% 64

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lynx Investment Advisory's FHN Position: Q1 2025 in Review

Lynx Investment Advisory sold out of First Horizon (FHN) in Q1 2025, closing a stake of 27,507 shares — an estimated $554K sold.

Lynx Investment Advisory first reported a position in FHN in Q2 2024 and held it in 3 quarters. The position peaked at $554K in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • Lynx Investment Advisory reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • Lynx Investment Advisory sold 27,507 First Horizon shares in Q1 2025, an estimated $554K.
  • Lynx Investment Advisory first reported a position in First Horizon in Q2 2024 and held it in 3 quarters.
  • Lynx Investment Advisory's First Horizon position peaked at $554K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Lynx Investment Advisory's 13F filing for Q1 2025, filed 16 Jun 2025.