Baker Avenue Asset Management’s First Hawaiian FHB Stock Holding History

Baker Avenue Asset Management’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	$679K	Buy	23,169 +6,583	+40%	+$179K	0.01%	410
2026 Q1	$409K	Buy	16,586 +4,927	+42%	+$127K	0.01%	495
2025 Q4	$295K	Buy	+11,659	New	+$290K	0.01%	508
2023 Q4	–	Sell	-47	Closed	-$848	–	750
2023 Q3	$848	Sell	47 -25	-35%	-$482	﹤0.01%	1320
2023 Q2	$1.3K	Buy	+72	New	+$1.32K	﹤0.01%	1096
2023 Q1	–	Sell	-8	Closed	-$208	–	1663
2022 Q4	$208	Buy	+8	New	+$205	﹤0.01%	1548

Other funds holding FHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baker Avenue Asset Management's FHB Position: Q2 2026 in Review

Baker Avenue Asset Management increased its First Hawaiian (FHB) stake by 40% in Q2 2026, buying an estimated $179K and bringing the position to 23,169 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #410.

Baker Avenue Asset Management first reported a position in FHB in Q4 2022 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

Baker Avenue Asset Management held 23,169 shares of First Hawaiian worth $679K as of Q2 2026.
Baker Avenue Asset Management bought 6,583 First Hawaiian shares in Q2 2026, an estimated $179K.
First Hawaiian made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #410 holding.
Baker Avenue Asset Management first reported a position in First Hawaiian in Q4 2022 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.