WANY
FHN icon

Wealthspire Advisors (New York)’s First Horizon FHN Stock Holding History

Wealthspire Advisors (New York)’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
-1,614
Closed -$36.5K – 1669
2025
Q3 		$36.5K Buy
+1,614
New +$35.9K ﹤0.01% 1364

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 $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 $55.1B AUM 45.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s FHN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Horizon (FHN) in Q4 2025, closing a stake of 1,614 shares — an estimated $36.5K sold.

Wealthspire Advisors (New York) first reported a position in FHN in Q3 2025 and held it in 1 quarter. The position peaked at $36.5K in Q3 2025. 621 funds tracked by Wall St. Rank hold FHN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Horizon position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,614 First Horizon shares in Q4 2025, an estimated $36.5K.
  • Wealthspire Advisors (New York) first reported a position in First Horizon in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Horizon position peaked at $36.5K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held First Horizon as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.