Simplicity Wealth’s First Horizon FHN Stock Holding History

Simplicity Wealth’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	-312,005	Closed	-$7.05M	–	722
2025 Q3	$7.05M	Hold	312,005	–	–	0.41%	49
2025 Q2	$6.61M	Buy	+312,005	New	+$5.95M	0.28%	81
2024 Q3	–	Sell	-29,282	Closed	-$462K	–	739
2024 Q2	$462K	Buy	29,282 +786	+3%	+$11.9K	0.01%	789
2024 Q1	$439K	Buy	+28,496	New	+$409K	0.01%	787

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Simplicity Wealth's FHN Position: Q4 2025 in Review

Simplicity Wealth sold out of First Horizon (FHN) in Q4 2025, closing a stake of 312,005 shares — an estimated $7.05M sold.

Simplicity Wealth first reported a position in FHN in Q1 2024 and held it in 4 quarters. The position peaked at $7.05M in Q3 2025. 621 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

Simplicity Wealth reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 312,005 First Horizon shares in Q4 2025, an estimated $7.05M.
Simplicity Wealth first reported a position in First Horizon in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's First Horizon position peaked at $7.05M in Q3 2025.
621 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.