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Northwest & Ethical Investments’s First Horizon FHN Stock Holding History

Northwest & Ethical 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
Q4 		– Sell
-21,100
Closed -$478K – 518
2025
Q3 		$478K Buy
21,100
+9,000
+74% +$200K 0.01% 403
2025
Q2 		$255K Buy
+12,100
New +$231K 0.01% 442

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northwest & Ethical Investments's FHN Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of First Horizon (FHN) in Q4 2025, closing a stake of 21,100 shares — an estimated $478K sold.

Northwest & Ethical Investments first reported a position in FHN in Q2 2025 and held it in 2 quarters. The position peaked at $478K in Q3 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Northwest & Ethical Investments reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 21,100 First Horizon shares in Q4 2025, an estimated $478K.
  • Northwest & Ethical Investments first reported a position in First Horizon in Q2 2025 and held it in 2 quarters.
  • Northwest & Ethical Investments's First Horizon position peaked at $478K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.