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Summit Securities Group’s First Horizon FHN Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-500
Closed -$10.1K – 894
2024
Q4 		$10.1K Buy
+500
New +$9.4K ﹤0.01% 461
2023
Q4 		– Sell
-14,800
Closed -$163K – 750
2023
Q3 		$163K Buy
14,800
+4,800
+48% +$59.5K 0.02% 193
2023
Q2 		$113K Buy
+10,000
New +$134K 0.01% 271
2023
Q1 		– Sell
-2,500
Closed -$55.6K – 970
2022
Q4 		$61K Sell
2,500
-3,800
-60% -$92.1K ﹤0.01% 675
2022
Q3 		$144K Sell
6,300
-126,000
-95% -$2.86M 0.01% 474
2022
Q2 		$2.89M Buy
132,300
+88,100
+199% +$1.98M 0.36% 49
2022
Q1 		$1.04M Buy
44,200
+16,900
+62% +$337K 0.12% 141
2021
Q4 		$446K Buy
27,300
+1,300
+5% +$21.7K 0.02% 400
2021
Q3 		$424K Buy
+26,000
New +$414K 0.03% 442
2021
Q1 		– Sell
-21,200
Closed -$271K – 638
2020
Q4 		$271K Buy
+21,200
New +$248K 0.02% 474

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return