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Principal Securities’s First Horizon FHN Stock Holding History

Principal Securities’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
-901
Closed -$20.4K – 2086
2025
Q3 		$20.4K Buy
901
+111
+14% +$2.47K ﹤0.01% 2390
2025
Q2 		$16.7K Sell
790
-29,788
-97% -$568K ﹤0.01% 2403
2025
Q1 		$616K Buy
30,578
+200
+0.7% +$4.12K 0.01% 704
2024
Q4 		$612K Buy
30,378
+327
+1% +$6.15K 0.01% 699
2024
Q3 		$467K Sell
30,051
-1,524
-5% -$24.2K 0.01% 782
2024
Q2 		$498K Sell
31,575
-84
-0.3% -$1.27K 0.01% 703
2024
Q1 		$488K Sell
31,659
-1,273
-4% -$18.3K 0.02% 675
2023
Q4 		$466K Buy
+32,932
New +$396K 0.02% 626

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

Principal Securities's FHN Position: Q4 2025 in Review

Principal Securities sold out of First Horizon (FHN) in Q4 2025, closing a stake of 901 shares — an estimated $20.4K sold.

Principal Securities first reported a position in FHN in Q4 2023 and held it in 8 quarters. The position peaked at $616K in Q1 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Principal Securities reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 901 First Horizon shares in Q4 2025, an estimated $20.4K.
  • Principal Securities first reported a position in First Horizon in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Horizon position peaked at $616K in Q1 2025.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.