Vishria Bird Financial Group’s First Horizon FHN Stock Holding History

Vishria Bird Financial Group’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 Q3	$435K	Buy	19,223 +63	+0.3%	+$1.4K	0.09%	72
2025 Q2	$406K	Hold	19,160	–	–	0.14%	63
2025 Q1	$372K	Sell	19,160 -19,160	-50%	-$394K	0.13%	62
2024 Q4	$772K	Hold	38,320	–	–	0.27%	40
2024 Q3	$595K	Hold	38,320	–	–	0.23%	49
2024 Q2	$604K	Hold	38,320	–	–	0.25%	38
2024 Q1	$590K	Hold	38,320	–	–	0.25%	39
2023 Q4	$543K	Hold	38,320	–	–	0.26%	38
2023 Q3	$422K	Hold	38,320	–	–	0.24%	39
2023 Q2	$432K	Buy	+38,320	New	+$513K	0.26%	38

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vishria Bird Financial Group's FHN Position: Q3 2025 in Review

Vishria Bird Financial Group increased its First Horizon (FHN) stake by 0.33% in Q3 2025, buying an estimated $1.4K and bringing the position to 19,223 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #72.

Vishria Bird Financial Group first reported a position in FHN in Q2 2023 and has held it in 10 quarters since. The position peaked at $772K in Q4 2024. 581 funds tracked by Wall St. Rank hold FHN as of Q3 2025.

Vishria Bird Financial Group held 19,223 shares of First Horizon worth $435K as of Q3 2025.
Vishria Bird Financial Group bought 63 First Horizon shares in Q3 2025, an estimated $1.4K.
First Horizon made up 0.09% of Vishria Bird Financial Group's portfolio in Q3 2025, its #72 holding.
Vishria Bird Financial Group first reported a position in First Horizon in Q2 2023 and has held it in 10 quarters since.
Vishria Bird Financial Group's First Horizon position peaked at $772K in Q4 2024.
581 funds tracked by Wall St. Rank held First Horizon as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.