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Phocas Financial Corp’s First Horizon FHN Stock Holding History

Phocas Financial Corp’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
-510,098
Closed -$11.5M – 157
2025
Q3 		$11.5M Buy
510,098
+10,400
+2% +$231K 1.5% 15
2025
Q2 		$10.6M Buy
499,698
+73
+0% +$1.39K 1.52% 12
2025
Q1 		$9.7M Sell
499,625
-28,898
-5% -$595K 1.49% 14
2024
Q4 		$10.6M Buy
+528,523
New +$9.94M 1.42% 14
2023
Q4 		$5.81M Buy
410,501
+7,097
+2% +$85.4K 0.77% 62
2023
Q3 		$4.45M Sell
403,404
-333
-0.1% -$4.13K 0.65% 69
2023
Q2 		$4.55M Buy
+403,737
New +$5.41M 0.62% 74

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

Phocas Financial Corp's FHN Position: Q4 2025 in Review

Phocas Financial Corp sold out of First Horizon (FHN) in Q4 2025, closing a stake of 510,098 shares — an estimated $11.5M sold.

Phocas Financial Corp first reported a position in FHN in Q2 2023 and held it in 7 quarters. The position peaked at $11.5M in Q3 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Phocas Financial Corp reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 510,098 First Horizon shares in Q4 2025, an estimated $11.5M.
  • Phocas Financial Corp first reported a position in First Horizon in Q2 2023 and held it in 7 quarters.
  • Phocas Financial Corp's First Horizon position peaked at $11.5M in Q3 2025.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.