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WealthTrak Capital Management’s First Horizon FHN Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-20
Closed -$424 – 377
2025
Q2 		$424 Hold
20
– – ﹤0.01% 692
2025
Q1 		$389 Sell
20
-5
-20% -$103 ﹤0.01% 709
2024
Q4 		$504 Buy
+25
New +$470 ﹤0.01% 577

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 $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthTrak Capital Management's FHN Position: Q3 2025 in Review

WealthTrak Capital Management sold out of First Horizon (FHN) in Q3 2025, closing a stake of 20 shares — an estimated $424 sold.

WealthTrak Capital Management first reported a position in FHN in Q4 2024 and held it in 3 quarters. The position peaked at $504 in Q4 2024. 581 funds tracked by Wall St. Rank hold FHN as of Q3 2025.

  • WealthTrak Capital Management reported no remaining First Horizon position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 First Horizon shares in Q3 2025, an estimated $424.
  • WealthTrak Capital Management first reported a position in First Horizon in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's First Horizon position peaked at $504 in Q4 2024.
  • 581 funds tracked by Wall St. Rank held First Horizon as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.