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Nalls Sherbakoff Group’s First Horizon FHN Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$359K Hold
15,024
– – 0.26% 61
2025
Q3 		$340K Hold
15,024
– – 0.23% 66
2025
Q2 		$319K Buy
15,024
+725
+5% +$13.8K 0.23% 69
2025
Q1 		$278K Buy
+14,299
New +$294K 0.23% 69
2023
Q4 		$202K Hold
14,299
– – 0.18% 79
2023
Q3 		$158K Hold
14,299
– – 0.15% 93
2023
Q2 		$147K Hold
14,299
– – 0.14% 98
2023
Q1 		$249K Buy
+14,299
New +$318K 0.25% 61
2018
Q4 		$441K Buy
+33,488
New +$521K 0.7% 31

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

Nalls Sherbakoff Group's FHN Position: Q4 2025 in Review

Nalls Sherbakoff Group held its First Horizon (FHN) position steady in Q4 2025 at 15,024 shares worth $359K. The position accounts for 0.26% of the portfolio, ranked #61.

Nalls Sherbakoff Group first reported a position in FHN in Q4 2018 and has held it in 9 quarters since. The position peaked at $441K in Q4 2018. 620 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Nalls Sherbakoff Group held 15,024 shares of First Horizon worth $359K as of Q4 2025.
  • Nalls Sherbakoff Group left its First Horizon share count unchanged in Q4 2025.
  • First Horizon made up 0.26% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #61 holding.
  • Nalls Sherbakoff Group first reported a position in First Horizon in Q4 2018 and has held it in 9 quarters since.
  • Nalls Sherbakoff Group's First Horizon position peaked at $441K in Q4 2018.
  • 620 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.