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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atria Investments's FHB Position: Q1 2026 in Review

Atria Investments reduced its First Hawaiian (FHB) stake by 7.5% in Q1 2026, selling an estimated $82.4K and leaving 39,488 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #1071.

Atria Investments first reported a position in FHB in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2025. 333 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

Atria Investments held 39,488 shares of First Hawaiian worth $973K as of Q1 2026.
Atria Investments sold 3,199 First Hawaiian shares in Q1 2026, an estimated $82.4K.
First Hawaiian made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1071 holding.
Atria Investments first reported a position in First Hawaiian in Q4 2019 and has held it in 10 quarters since.
Atria Investments's First Hawaiian position peaked at $1.17M in Q2 2025.
333 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.