FHN — FIRST HORIZON CORPORATION

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in FIRST HORIZON CORPORATION (FHN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.41% (2025 Q3)
Avg. % of fund
0.18%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 312,005 — 0% 0.41% $7.1M $22.30
2025 Q2 ADDED 312,005 +282,723 +965.5% 0.28% $6.6M $20.77
2024 Q2 ADDED 29,282 +786 +2.8% 0.01% $462K $14.95
2024 Q1 INITIATED 28,496 — — 0.01% $439K —
% of Fund (quarterly)    FHN price (monthly, adj. close)

Other funds also holding FHN

As of 2025 Q4 — 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% 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% Capital Square, LLC 3Y 1.35%
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