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Tortoise Investment Management’s First Horizon FHN Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-578
Closed -$13.1K – 661
2025
Q3 		$13.1K Buy
578
+1
+0.2% +$22 ﹤0.01% 580
2025
Q2 		$12.2K Buy
+577
New +$11K ﹤0.01% 576

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tortoise Investment Management's FHN Position: Q4 2025 in Review

Tortoise Investment Management sold out of First Horizon (FHN) in Q4 2025, closing a stake of 578 shares — an estimated $13.1K sold.

Tortoise Investment Management first reported a position in FHN in Q2 2025 and held it in 2 quarters. The position peaked at $13.1K in Q3 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Tortoise Investment Management reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 578 First Horizon shares in Q4 2025, an estimated $13.1K.
  • Tortoise Investment Management first reported a position in First Horizon in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's First Horizon position peaked at $13.1K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.