Operose Advisors’s First Horizon FHN Stock Holding History

Operose Advisors’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	-1,000	Closed	-$21.2K	–	458
2025 Q2	$21.2K	Buy	+1,000	New	+$19.1K	0.01%	293

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Operose Advisors's FHN Position: Q3 2025 in Review

Operose Advisors sold out of First Horizon (FHN) in Q3 2025, closing a stake of 1,000 shares — an estimated $21.2K sold.

Operose Advisors first reported a position in FHN in Q2 2025 and held it in 1 quarter. The position peaked at $21.2K in Q2 2025. 580 funds tracked by Wall St. Rank hold FHN as of Q3 2025.

Operose Advisors reported no remaining First Horizon position as of Q3 2025 after selling out during the quarter.
Operose Advisors sold 1,000 First Horizon shares in Q3 2025, an estimated $21.2K.
Operose Advisors first reported a position in First Horizon in Q2 2025 and held it in 1 quarter.
Operose Advisors's First Horizon position peaked at $21.2K in Q2 2025.
580 funds tracked by Wall St. Rank held First Horizon as of Q3 2025.

Based on Operose Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.