Orion Portfolio Solutions’s First Horizon FHN Stock Holding History

Orion Portfolio Solutions’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 Q1	$969K	Sell	49,906 -5,481	-10%	-$113K	0.01%	1099
2024 Q4	$1.12M	Buy	55,387 +12,944	+30%	+$243K	0.01%	989
2024 Q3	$659K	Buy	42,443 +5,763	+16%	+$91.5K	0.01%	1226
2024 Q2	$578K	Buy	36,680 +1,141	+3%	+$17.3K	0.01%	1226
2024 Q1	$547K	Sell	35,539 -2,580	-7%	-$37K	0.01%	1229
2023 Q4	$555K	Buy	+38,119	New	+$459K	0.01%	1168
2020 Q3	–	Sell	-2,240	Closed	-$22K	–	968
2020 Q2	$22K	Buy	2,240 +1,857	+485%	+$16.9K	﹤0.01%	917
2020 Q1	$3K	Sell	383 -44	-10%	-$610	﹤0.01%	1450
2019 Q4	$7K	Buy	+427	New	+$6.93K	﹤0.01%	1129

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

NRCM

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

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

Orion Portfolio Solutions's FHN Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Horizon (FHN) stake by 9.9% in Q1 2025, selling an estimated $113K and leaving 49,906 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #1099.

Orion Portfolio Solutions first reported a position in FHN in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

Orion Portfolio Solutions held 49,906 shares of First Horizon worth $969K as of Q1 2025.
Orion Portfolio Solutions sold 5,481 First Horizon shares in Q1 2025, an estimated $113K.
First Horizon made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1099 holding.
Orion Portfolio Solutions first reported a position in First Horizon in Q4 2019 and has held it in 9 quarters since.
Orion Portfolio Solutions's First Horizon position peaked at $1.12M in Q4 2024.
553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.