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Bay Harbor Wealth Management’s First Hawaiian FHB Stock Holding History

Bay Harbor 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 		$703 Buy
24
+8
+50% +$218 ﹤0.01% 991
2026
Q1 		$394 Buy
16
+5
+45% +$129 ﹤0.01% 1050
2025
Q4 		$278 Buy
11
+2
+22% +$50 ﹤0.01% 1049
2025
Q3 		$223 Buy
9
+5
+125% +$126 ﹤0.01% 1004
2025
Q2 		$99 Buy
4
+2
+100% +$47 ﹤0.01% 1105
2025
Q1 		$48 Buy
+2
New +$52 ﹤0.01% 1032

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

Bay Harbor Wealth Management's FHB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its First Hawaiian (FHB) stake by 50% in Q2 2026, buying an estimated $218 and bringing the position to 24 shares worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Bay Harbor Wealth Management first reported a position in FHB in Q1 2025 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Bay Harbor Wealth Management held 24 shares of First Hawaiian worth $703 as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 First Hawaiian shares in Q2 2026, an estimated $218.
  • First Hawaiian made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #991 holding.
  • Bay Harbor Wealth Management first reported a position in First Hawaiian in Q1 2025 and has held it in 6 quarters since.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.