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Basecamp Wealth Advisors’s First Hawaiian FHB Stock Holding History

Basecamp Wealth Advisors’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 		$820 Sell
28
-132
-83% -$3.59K ﹤0.01% 1559
2026
Q1 		$3.94K Sell
160
-20
-11% -$515 ﹤0.01% 1235
2025
Q4 		$4.55K Buy
+180
New +$4.47K ﹤0.01% 1166

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

Basecamp Wealth Advisors's FHB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its First Hawaiian (FHB) stake by 83% in Q2 2026, selling an estimated $3.59K and leaving 28 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Basecamp Wealth Advisors first reported a position in FHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.55K in Q4 2025. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Basecamp Wealth Advisors held 28 shares of First Hawaiian worth $820 as of Q2 2026.
  • Basecamp Wealth Advisors sold 132 First Hawaiian shares in Q2 2026, an estimated $3.59K.
  • First Hawaiian made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1559 holding.
  • Basecamp Wealth Advisors first reported a position in First Hawaiian in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's First Hawaiian position peaked at $4.55K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.