FHN β€” FIRST HORIZON CORPORATION

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported FIRST HORIZON CORPORATION (FHN) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows FHN at 0.00% 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 PRINCIPAL SECURITIES, INC.'s position in FIRST HORIZON CORPORATION, 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 Q3

FHN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held FHN β€” position size vs. price
% of Fund (quarterly)    FHN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 901 +111 +14.1% 0.00% $20K 2025-11-12 $21.50
2025 Q2 REDUCED 790 -29,788 -97.4% 0.00% $17K 2025-08-11 $20.90
2025 Q1 ADDED 30,578 +200 +0.7% 0.01% $616K 2025-04-30 $17.58
2024 Q4 ADDED 30,378 +327 +1.1% 0.01% $612K 2025-01-30 $21.16
2024 Q3 REDUCED 30,051 -1,524 -4.8% 0.01% $467K 2024-10-28 $16.64
2024 Q2 REDUCED 31,575 -84 -0.3% 0.01% $498K 2024-07-31 $15.86
2024 Q1 REDUCED 31,659 -1,273 -3.9% 0.02% $488K 2024-05-10 $14.81
2023 Q4 INITIATED 32,932 β€” β€” 0.02% $466K 2024-02-07 $12.69

🏒 Other funds also holding FHN

As of 2025 Q4 β€” sorted by position size

North Reef Capital Management LP 3Y 11.08% Andrew Hill Investment Advisors, Inc. 3Y 5.38% Triveni Capital Investments LP 5.08% Expect Equity LLC 3.95% MENDON CAPITAL ADVISORS CORP 3Y 7Y 3.29% 12th Street Asset Management Company, LLC 3Y 7Y 2.91% Huber Capital Management LLC 3Y 7Y 2.43% Duncan Williams Asset Management, LLC 2.2% Leeward Investments, LLC - MA 3Y 2.02% EJF Capital LP 3Y 7Y 2.02%

FAQ About PRINCIPAL SECURITIES, INC. and FHN

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

How long has PRINCIPAL SECURITIES, INC. reported owning FHN?

PRINCIPAL SECURITIES, INC. reported FHN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FHN position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for FHN was 0.02% in 2023 Q4.

What is the latest reported FHN position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 901 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this FHN ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'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.

← Back to PRINCIPAL SECURITIES, INC. Holdings