Avalon Trust’s First Hawaiian FHB Stock Holding History

Avalon Trust’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
2025 Q4	–	Sell	-449	Closed	-$11.1K	–	515
2025 Q3	$11.1K	Buy	+449	New	+$11.3K	﹤0.01%	414

Other funds holding FHB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avalon Trust's FHB Position: Q4 2025 in Review

Avalon Trust sold out of First Hawaiian (FHB) in Q4 2025, closing a stake of 449 shares — an estimated $11.1K sold.

Avalon Trust first reported a position in FHB in Q3 2025 and held it in 1 quarter. The position peaked at $11.1K in Q3 2025. 319 funds tracked by Wall St. Rank hold FHB as of Q4 2025.

Avalon Trust reported no remaining First Hawaiian position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 449 First Hawaiian shares in Q4 2025, an estimated $11.1K.
Avalon Trust first reported a position in First Hawaiian in Q3 2025 and held it in 1 quarter.
Avalon Trust's First Hawaiian position peaked at $11.1K in Q3 2025.
319 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.