NWAM LLC’s First Horizon FHN Stock Holding History

NWAM LLC’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	-21,915	Closed	-$450K	–	638
2025 Q3	$450K	Buy	+21,915	New	+$487K	0.02%	434

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

NWAM LLC's FHN Position: Q4 2025 in Review

NWAM LLC sold out of First Horizon (FHN) in Q4 2025, closing a stake of 21,915 shares — an estimated $450K sold.

NWAM LLC first reported a position in FHN in Q3 2025 and held it in 1 quarter. The position peaked at $450K in Q3 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

NWAM LLC reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
NWAM LLC sold 21,915 First Horizon shares in Q4 2025, an estimated $450K.
NWAM LLC first reported a position in First Horizon in Q3 2025 and held it in 1 quarter.
NWAM LLC's First Horizon position peaked at $450K in Q3 2025.
623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.