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Rise Advisors’s First Horizon FHN Stock Holding History

Rise Advisors’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
-1,040
Closed -$23.5K – 581
2025
Q3 		$23.5K Buy
1,040
+8
+0.8% +$178 0.01% 490
2025
Q2 		$21.9K Buy
1,032
+8
+0.8% +$152 0.01% 481
2025
Q1 		$19.9K Sell
1,024
-672
-40% -$13.8K 0.01% 500
2024
Q4 		$34.1K Buy
1,696
+17
+1% +$320 0.02% 337
2024
Q3 		$26.1K Buy
1,679
+16
+1% +$254 0.01% 497
2024
Q2 		$26.2K Buy
1,663
+16
+1% +$242 0.01% 447
2024
Q1 		$25.4K Buy
+1,647
New +$23.6K 0.01% 483

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

Rise Advisors's FHN Position: Q4 2025 in Review

Rise Advisors sold out of First Horizon (FHN) in Q4 2025, closing a stake of 1,040 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in FHN in Q1 2024 and held it in 7 quarters. The position peaked at $34.1K in Q4 2024. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Rise Advisors reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,040 First Horizon shares in Q4 2025, an estimated $23.5K.
  • Rise Advisors first reported a position in First Horizon in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's First Horizon position peaked at $34.1K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.