SSG
FHN icon

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
2023
Q4 		– Sell
-10,800
Closed -$119K – 751
2023
Q3 		$119K Sell
10,800
-94,000
-90% -$1.16M 0.01% 205
2023
Q2 		$1.18M Buy
104,800
+95,000
+969% +$1.27M 0.15% 91
2023
Q1 		$174K Buy
+9,800
New +$218K 0.01% 227

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
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
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.