SYM Financial Corp
FHN icon

SYM Financial Corp’s First Horizon FHN Stock Holding History

SYM Financial Corp’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
2026
Q3 		$237K Sell
10,278
-365
-3% -$9.12K 0.02% 353
2026
Q2 		$273K Buy
10,643
+1,151
+12% +$28.1K 0.02% 279
2026
Q1 		$216K Buy
9,492
+45
+0.5% +$1.08K 0.02% 299
2025
Q4 		$226K Buy
9,447
+57
+0.6% +$1.27K 0.02% 294
2025
Q3 		$212K Buy
+9,390
New +$209K 0.02% 306

Other funds holding FHN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SYM Financial Corp's FHN Position: Q3 2026 in Review

SYM Financial Corp reduced its First Horizon (FHN) stake by 3.4% in Q3 2026, selling an estimated $9.12K and leaving 10,278 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #353.

SYM Financial Corp first reported a position in FHN in Q3 2025 and has held it in 5 quarters since. The position peaked at $273K in Q2 2026. 376 funds tracked by Wall St. Rank hold FHN as of Q3 2026.

  • SYM Financial Corp held 10,278 shares of First Horizon worth $237K as of Q3 2026.
  • SYM Financial Corp sold 365 First Horizon shares in Q3 2026, an estimated $9.12K.
  • First Horizon made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #353 holding.
  • SYM Financial Corp first reported a position in First Horizon in Q3 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's First Horizon position peaked at $273K in Q2 2026.
  • 376 funds tracked by Wall St. Rank held First Horizon as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.