PWA
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Principia Wealth Advisory’s First Horizon FHN Stock Holding History

Principia Wealth Advisory’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 		$669 Buy
28
+14
+100% +$312 ﹤0.01% 766
2025
Q3 		$317 Hold
14
– – ﹤0.01% 852
2025
Q2 		$297 Hold
14
– – ﹤0.01% 852
2025
Q1 		$253 Buy
+14
New +$288 ﹤0.01% 741

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

Principia Wealth Advisory's FHN Position: Q4 2025 in Review

Principia Wealth Advisory increased its First Horizon (FHN) stake by 100% in Q4 2025, buying an estimated $312 and bringing the position to 28 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Principia Wealth Advisory first reported a position in FHN in Q1 2025 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Principia Wealth Advisory held 28 shares of First Horizon worth $669 as of Q4 2025.
  • Principia Wealth Advisory bought 14 First Horizon shares in Q4 2025, an estimated $312.
  • First Horizon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #766 holding.
  • Principia Wealth Advisory first reported a position in First Horizon in Q1 2025 and has held it in 4 quarters since.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.