Atria Investments
FHB icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atria Investments's FHB Position: Q2 2026 in Review

Atria Investments reduced its First Hawaiian (FHB) stake by 3.7% in Q2 2026, selling an estimated $39.3K and leaving 38,042 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1053.

Atria Investments first reported a position in FHB in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2025. 372 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Atria Investments held 38,042 shares of First Hawaiian worth $1.11M as of Q2 2026.
  • Atria Investments sold 1,446 First Hawaiian shares in Q2 2026, an estimated $39.3K.
  • First Hawaiian made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1053 holding.
  • Atria Investments first reported a position in First Hawaiian in Q4 2019 and has held it in 11 quarters since.
  • Atria Investments's First Hawaiian position peaked at $1.17M in Q2 2025.
  • 372 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.