NewSquare Capital’s First Horizon FHN Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-19	Closed	-$403	–	547
2025 Q2	$403	Hold	19	–	–	﹤0.01%	1162
2025 Q1	$369	Hold	19	–	–	﹤0.01%	1067
2024 Q4	$383	Buy	19 +18	+1,800%	+$339	﹤0.01%	760
2024 Q3	$16	Hold	1	–	–	﹤0.01%	327
2024 Q2	$16	Hold	1	–	–	﹤0.01%	342
2024 Q1	$15	Hold	1	–	–	﹤0.01%	432
2023 Q4	$14	Hold	1	–	–	﹤0.01%	486
2023 Q3	$11	Hold	1	–	–	﹤0.01%	591
2023 Q2	$11	Hold	1	–	–	﹤0.01%	844
2023 Q1	$18	Hold	1	–	–	﹤0.01%	868
2022 Q4	$25	Sell	1 -325	-100%	-$7.88K	﹤0.01%	810
2022 Q3	$7K	Hold	326	–	–	﹤0.01%	277
2022 Q2	$7K	Hold	326	–	–	﹤0.01%	261
2022 Q1	$8K	Sell	326 -263,449	-100%	-$5.25M	﹤0.01%	269
2021 Q4	$4.31M	Buy	263,775 +10,965	+4%	+$183K	0.46%	56
2021 Q3	$4.12M	Buy	252,810 +11,155	+5%	+$178K	0.48%	43
2021 Q2	$4.18M	Buy	241,655 +9,810	+4%	+$178K	0.49%	41
2021 Q1	$3.92M	Buy	231,845 +38,970	+20%	+$616K	0.51%	43
2020 Q4	$2.46M	Buy	192,875 +192,550	+59,246%	+$2.26M	0.34%	83
2020 Q3	$3K	Buy	+325	New	+$3.06K	﹤0.01%	285

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

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

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 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

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return