VBFG
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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
BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return