SI
FHN icon

Scharf Investments’s First Horizon FHN Stock Holding History

Scharf Investments’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
Q3 		– Sell
-12,708
Closed -$269K – 75
2025
Q2 		$269K Hold
12,708
– – 0.01% 59
2025
Q1 		$247K Sell
12,708
-1,086
-8% -$22.4K 0.01% 59
2024
Q4 		$278K Hold
13,794
– – 0.01% 58
2024
Q3 		$214K Buy
13,794
+3,714
+37% +$59K 0.01% 65
2024
Q2 		$159K Buy
+10,080
New +$153K ﹤0.01% 56

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Scharf Investments's FHN Position: Q3 2025 in Review

Scharf Investments sold out of First Horizon (FHN) in Q3 2025, closing a stake of 12,708 shares — an estimated $269K sold.

Scharf Investments first reported a position in FHN in Q2 2024 and held it in 5 quarters. The position peaked at $278K in Q4 2024. 580 funds tracked by Wall St. Rank hold FHN as of Q3 2025.

  • Scharf Investments reported no remaining First Horizon position as of Q3 2025 after selling out during the quarter.
  • Scharf Investments sold 12,708 First Horizon shares in Q3 2025, an estimated $269K.
  • Scharf Investments first reported a position in First Horizon in Q2 2024 and held it in 5 quarters.
  • Scharf Investments's First Horizon position peaked at $278K in Q4 2024.
  • 580 funds tracked by Wall St. Rank held First Horizon as of Q3 2025.

Based on Scharf Investments's 13F filing for Q3 2025, filed 13 Nov 2025.