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Unison Advisors’s First Horizon FHN Stock Holding History

Unison Advisors’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
-48,019
Closed -$1.09M – 188
2025
Q3 		$1.09M Buy
48,019
+324
+0.7% +$7.2K 0.1% 89
2025
Q2 		$1.02M Buy
47,695
+425
+0.9% +$8.1K 0.11% 87
2025
Q1 		$925K Buy
47,270
+323
+0.7% +$6.65K 0.12% 87
2024
Q4 		$953K Buy
46,947
+419
+0.9% +$7.88K 0.11% 89
2024
Q3 		$730K Buy
46,528
+451
+1% +$7.16K 0.09% 125
2024
Q2 		$734K Buy
46,077
+475
+1% +$7.19K 0.09% 114
2024
Q1 		$709K Buy
45,602
+458
+1% +$6.58K 0.07% 118
2023
Q4 		$646K Buy
45,144
+645
+1% +$7.77K 0.07% 122
2023
Q3 		$497K Hold
44,499
– – 0.06% 138
2023
Q2 		$508K Buy
+44,499
New +$596K 0.06% 136

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

Unison Advisors's FHN Position: Q4 2025 in Review

Unison Advisors sold out of First Horizon (FHN) in Q4 2025, closing a stake of 48,019 shares — an estimated $1.09M sold.

Unison Advisors first reported a position in FHN in Q2 2023 and held it in 10 quarters. The position peaked at $1.09M in Q3 2025. 623 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Unison Advisors reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Unison Advisors sold 48,019 First Horizon shares in Q4 2025, an estimated $1.09M.
  • Unison Advisors first reported a position in First Horizon in Q2 2023 and held it in 10 quarters.
  • Unison Advisors's First Horizon position peaked at $1.09M in Q3 2025.
  • 623 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Unison Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.