Superior Planning, LLC’s First Hawaiian FHB Stock Holding History

Superior Planning, LLC’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.2K	Buy	+900	New	+$24.5K	0.01%	657

Other funds holding FHB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's FHB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Hawaiian (FHB) in Q3 2026: 900 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings.

228 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

Superior Planning, LLC held 900 shares of First Hawaiian worth $22.2K as of Q3 2026.
First Hawaiian was a new Superior Planning, LLC position in Q3 2026.
First Hawaiian made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #657 holding.
228 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.