Penserra Capital Management’s First Horizon FHN Stock Holding History

Penserra Capital Management’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 Q2	–	Sell	-2,567	Closed	-$49K	–	1062
2025 Q1	$49K	Buy	2,567 +120	+5%	+$2.47K	﹤0.01%	851
2024 Q4	$49K	Sell	2,447 -145	-6%	-$2.73K	﹤0.01%	936
2024 Q3	$40K	Buy	2,592 +31	+1%	+$492	﹤0.01%	852
2024 Q2	$40K	Buy	2,561 +24	+0.9%	+$363	﹤0.01%	892
2024 Q1	$39K	Buy	2,537 +93	+4%	+$1.33K	﹤0.01%	890
2023 Q4	$34K	Buy	+2,444	New	+$29.4K	﹤0.01%	1043
2023 Q2	–	Sell	-2,723	Closed	-$48K	–	1281
2023 Q1	$48K	Hold	2,723	–	–	﹤0.01%	856
2022 Q4	$66K	Buy	+2,723	New	+$66K	﹤0.01%	861
2020 Q3	–	Sell	-10,982	Closed	-$109K	–	966
2020 Q2	$109K	Sell	10,982 -1,743	-14%	-$15.8K	0.01%	542
2020 Q1	$116K	Buy	+12,725	New	+$176K	0.01%	527
2019 Q4	–	Sell	-104,913	Closed	-$1.7M	–	905
2019 Q3	$1.7M	Buy	+104,913	New	+$1.66M	0.14%	134

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 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

Penserra Capital Management's FHN Position: Q2 2025 in Review

Penserra Capital Management sold out of First Horizon (FHN) in Q2 2025, closing a stake of 2,567 shares — an estimated $49K sold.

Penserra Capital Management first reported a position in FHN in Q3 2019 and held it in 11 quarters. The position peaked at $1.7M in Q3 2019. 556 funds tracked by Wall St. Rank hold FHN as of Q2 2025.

Penserra Capital Management reported no remaining First Horizon position as of Q2 2025 after selling out during the quarter.
Penserra Capital Management sold 2,567 First Horizon shares in Q2 2025, an estimated $49K.
Penserra Capital Management first reported a position in First Horizon in Q3 2019 and held it in 11 quarters.
Penserra Capital Management's First Horizon position peaked at $1.7M in Q3 2019.
556 funds tracked by Wall St. Rank held First Horizon as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.