Duncan Williams Asset Management, LLC FHN — FIRST HORIZON CORPORATION COM

Ownership history in Duncan Williams Asset Management, LLC  ·  7 quarters on record

AI Ownership Summary

Duncan Williams Asset Management, LLC reported FIRST HORIZON CORPORATION COM (FHN) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.88% in 2024 Q1. The latest visible filing shows FHN at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FHN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Duncan Williams Asset Management, LLC's position in FIRST HORIZON CORPORATION COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FHN was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.88% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FHN stock page Duncan Williams Asset Management, LLC fund profile Duncan Williams Asset Management, LLC full holdings
How Duncan Williams Asset Management, LLC held FHN — position size vs. price
% of Fund (quarterly)    FHN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 343,772 -14,575 -4.1% 2.20% $8.9M 2026-02-14 (Est.) $24.37
2025 Q3 REDUCED — — — 358,347 -422 -0.1% 2.28% $8.1M 2025-11-12 $21.50
2025 Q1 ADDED — — — 358,769 +525 +0.1% 2.52% $7.0M 2025-04-21 $16.14
2024 Q4 REDUCED — — — 358,244 -12,371 -3.3% 2.84% $7.2M 2025-01-21 $20.65
2024 Q3 ADDED — — — 370,615 +23,053 +6.6% 3.17% $5.8M 2024-10-03 $14.53
2024 Q2 REDUCED — — — 347,562 -4,219 -1.2% 4.62% $5.5M 2024-07-11 $15.70
2024 Q1 INITIATED — — — 351,781 — — 4.88% $5.4M 2024-04-03 $13.88

🏢 Other funds also holding FHN

As of 2026 Q1 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 3.23% Artemis Investment Management LLP 3Y 7Y 1.39% Leeward Investments, LLC - MA 3Y 1.1% TBH Global Asset Management, LLC 3Y 0.46% HIGHLAND CAPITAL MANAGEMENT, LLC 3Y 7Y 0.46% Greenfield Seitz Capital Management, LLC 0.4% Oak Thistle LLC 3Y 0.29% Argent Advisors, Inc. 3Y 0.27% POINCIANA ADVISORS GROUP, LLC 0.23% SOUTHERN CAPITAL ADVISORS, LLC 3Y 0.23%

FAQ About Duncan Williams Asset Management, LLC and FHN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Duncan Williams Asset Management, LLC reported owning FHN?

Duncan Williams Asset Management, LLC reported FHN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FHN position in Duncan Williams Asset Management, LLC's portfolio?

The largest reported portfolio weight for FHN was 4.88% in 2024 Q1.

What is the latest reported FHN position on this page?

The most recent filing on this page is 2025 Q4, when Duncan Williams Asset Management, LLC reported 343,772 shares, equal to 2.20% of portfolio, with an estimated market value of $8.9M.

What does the chart on this FHN ownership page compare?

The chart compares Duncan Williams Asset Management, LLC's quarterly FHN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Duncan Williams Asset Management, LLC time their FHN position?

Based on 13F filing dates vs. subsequent FHN price moves, Duncan Williams Asset Management, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on FHN relative to SPY over the holding period was +24.4%.

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