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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's FHN Position: Q2 2026 in Review

SYM Financial Corp increased its First Horizon (FHN) stake by 12% in Q2 2026, buying an estimated $28.1K and bringing the position to 10,643 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #279.

SYM Financial Corp first reported a position in FHN in Q3 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • SYM Financial Corp held 10,643 shares of First Horizon worth $273K as of Q2 2026.
  • SYM Financial Corp bought 1,151 First Horizon shares in Q2 2026, an estimated $28.1K.
  • First Horizon made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #279 holding.
  • SYM Financial Corp first reported a position in First Horizon in Q3 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.