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 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 $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Securities Group's FHN Position: Q1 2025 in Review

Summit Securities Group sold out of First Horizon (FHN) in Q1 2025, closing a stake of 500 shares — an estimated $10.1K sold.

Summit Securities Group first reported a position in FHN in Q4 2020 and held it in 10 quarters. The position peaked at $2.89M in Q2 2022. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

Summit Securities Group reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 500 First Horizon shares in Q1 2025, an estimated $10.1K.
Summit Securities Group first reported a position in First Horizon in Q4 2020 and held it in 10 quarters.
Summit Securities Group's First Horizon position peaked at $2.89M in Q2 2022.
553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.