Atria Investments’s First Hawaiian FHB Stock Holding History

Atria Investments’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	$925K	Sell	37,570 -472	-1%	-$12.8K	0.01%	1169
2026 Q2	$1.11M	Sell	38,042 -1,446	-4%	-$39.3K	0.01%	1053
2026 Q1	$973K	Sell	39,488 -3,199	-7%	-$82.4K	0.01%	1071
2025 Q4	$1.08M	Sell	42,687 -3,086	-7%	-$76.7K	0.01%	1019
2025 Q3	$1.14M	Sell	45,773 -1,207	-3%	-$30.5K	0.01%	990
2025 Q2	$1.17M	Buy	46,980 +2,250	+5%	+$52.7K	0.01%	956
2025 Q1	$1.09M	Buy	44,730 +4,589	+11%	+$119K	0.01%	963
2024 Q4	$1.04M	Buy	40,141 +4,372	+12%	+$112K	0.01%	955
2024 Q3	$828K	Buy	35,769 +3,000	+9%	+$70.1K	0.01%	1073
2024 Q2	$680K	Buy	+32,769	New	+$688K	0.01%	1144
2020 Q2	–	Sell	-17,412	Closed	-$288K	–	617
2020 Q1	$288K	Buy	17,412 +7,566	+77%	+$191K	0.02%	446
2019 Q4	$284K	Buy	+9,846	New	+$277K	0.01%	999

Other funds holding FHB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Atria Investments's FHB Position: Q3 2026 in Review

Atria Investments reduced its First Hawaiian (FHB) stake by 1.2% in Q3 2026, selling an estimated $12.8K and leaving 37,570 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #1169.

Atria Investments first reported a position in FHB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2025. 22 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

Atria Investments held 37,570 shares of First Hawaiian worth $925K as of Q3 2026.
Atria Investments sold 472 First Hawaiian shares in Q3 2026, an estimated $12.8K.
First Hawaiian made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1169 holding.
Atria Investments first reported a position in First Hawaiian in Q4 2019 and has held it in 12 quarters since.
Atria Investments's First Hawaiian position peaked at $1.17M in Q2 2025.
22 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.