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Bartlett & Co Wealth Management’s First Hawaiian FHB Stock Holding History

Bartlett & Co Wealth 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 		$176 Hold
6
– – ﹤0.01% 1280
2026
Q1 		$163 Buy
+6
New +$154 ﹤0.01% 1211
2022
Q3 		– Sell
-373
Closed -$8.47K – 1218
2022
Q2 		$8.47K Buy
+373
New +$9.36K ﹤0.01% 902

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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's FHB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Hawaiian (FHB) position steady in Q2 2026 at 6 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Bartlett & Co Wealth Management first reported a position in FHB in Q2 2022 and has held it in 3 quarters since. The position peaked at $8.47K in Q2 2022. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Bartlett & Co Wealth Management held 6 shares of First Hawaiian worth $176 as of Q2 2026.
  • Bartlett & Co Wealth Management left its First Hawaiian share count unchanged in Q2 2026.
  • First Hawaiian made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1280 holding.
  • Bartlett & Co Wealth Management first reported a position in First Hawaiian in Q2 2022 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's First Hawaiian position peaked at $8.47K in Q2 2022.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.