Mackenzie Financial
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Mackenzie Financial’s First Horizon FHN Stock Holding History

Mackenzie Financial’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
-26,983
Closed -$543K – 1725
2024
Q4 		$543K Sell
26,983
-452,455
-94% -$8.51M ﹤0.01% 1136
2024
Q3 		$7.45M Sell
479,438
-546,607
-53% -$8.68M 0.01% 486
2024
Q2 		$16.2M Buy
1,026,045
+965,521
+1,595% +$14.6M 0.02% 369
2024
Q1 		$932K Sell
60,524
-34,918
-37% -$501K ﹤0.01% 889
2023
Q4 		$1.35M Sell
95,442
-388,750
-80% -$4.68M ﹤0.01% 811
2023
Q3 		$5.02M Buy
484,192
+105,620
+28% +$1.31M 0.01% 540
2023
Q2 		$4.35M Buy
378,572
+88,228
+30% +$1.18M 0.01% 584
2023
Q1 		$5.16M Buy
290,344
+264,936
+1,043% +$5.89M 0.01% 543
2022
Q4 		$622K Buy
+25,408
New +$616K ﹤0.01% 860
2022
Q3 		– Sell
-64,659
Closed -$1.41M – 1462
2022
Q2 		$1.41M Buy
+64,659
New +$1.45M ﹤0.01% 781
2022
Q1 		– Sell
-280,057
Closed -$4.57M – 1440
2021
Q4 		$4.57M Sell
280,057
-8,078,784
-97% -$135M 0.01% 594
2021
Q3 		$136M Sell
8,358,841
-274,531
-3% -$4.37M 0.19% 126
2021
Q2 		$149M Buy
8,633,372
+101,817
+1% +$1.85M 0.21% 117
2021
Q1 		$144M Buy
8,531,555
+1,295,468
+18% +$20.5M 0.22% 113
2020
Q4 		$92.3M Buy
7,236,087
+2,577,122
+55% +$30.2M 0.2% 138
2020
Q3 		$43.9M Buy
4,658,965
+18,600
+0.4% +$175K 0.11% 183
2020
Q2 		$46.2M Buy
4,640,365
+536,378
+13% +$4.88M 0.12% 178
2020
Q1 		$33.1M Buy
4,103,987
+2,813,651
+218% +$39M 0.11% 183
2019
Q4 		$21.4M Buy
+1,290,336
New +$20.9M 0.05% 239

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 $3.37T AUM 44.26% 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

Mackenzie Financial's FHN Position: Q1 2025 in Review

Mackenzie Financial sold out of First Horizon (FHN) in Q1 2025, closing a stake of 26,983 shares — an estimated $543K sold.

Mackenzie Financial first reported a position in FHN in Q4 2019 and held it in 19 quarters. The position peaked at $149M in Q2 2021. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • Mackenzie Financial reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 26,983 First Horizon shares in Q1 2025, an estimated $543K.
  • Mackenzie Financial first reported a position in First Horizon in Q4 2019 and held it in 19 quarters.
  • Mackenzie Financial's First Horizon position peaked at $149M in Q2 2021.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.