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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYM Financial Corp's FHN Position: Q1 2026 in Review

SYM Financial Corp increased its First Horizon (FHN) stake by 0.48% in Q1 2026, buying an estimated $1.08K and bringing the position to 9,492 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #299.

SYM Financial Corp first reported a position in FHN in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 637 funds tracked by Wall St. Rank hold FHN as of Q1 2026.

  • SYM Financial Corp held 9,492 shares of First Horizon worth $216K as of Q1 2026.
  • SYM Financial Corp bought 45 First Horizon shares in Q1 2026, an estimated $1.08K.
  • First Horizon made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #299 holding.
  • SYM Financial Corp first reported a position in First Horizon in Q3 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's First Horizon position peaked at $226K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held First Horizon as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.