Bell Investment Advisors’s First Hawaiian FHB Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-63	Closed	-$1.56K	–	1843
2025 Q3	$1.56K	Hold	63	–	–	﹤0.01%	1416
2025 Q2	$1.57K	Hold	63	–	–	﹤0.01%	1442
2025 Q1	$1.54K	Hold	63	–	–	﹤0.01%	1402
2024 Q4	$1.64K	Hold	63	–	–	﹤0.01%	1405
2024 Q3	$1.46K	Hold	63	–	–	﹤0.01%	1466
2024 Q2	$1.31K	Hold	63	–	–	﹤0.01%	1523
2024 Q1	$1.38K	Hold	63	–	–	﹤0.01%	1495
2023 Q4	$1.44K	Hold	63	–	–	﹤0.01%	1459
2023 Q3	$1.14K	Hold	63	–	–	﹤0.01%	1522
2023 Q2	$1.14K	Hold	63	–	–	﹤0.01%	1554
2023 Q1	$1.3K	Sell	63 -63	-50%	-$1.59K	﹤0.01%	1459
2022 Q4	$3.28K	Buy	126 +20	+19%	+$513	﹤0.01%	1022
2022 Q3	$3K	Sell	106 -22	-17%	-$554	﹤0.01%	904
2022 Q2	$3K	Buy	+128	New	+$3.21K	﹤0.01%	935
2021 Q4	$3K	Buy	119 +14	+13%	+$391	﹤0.01%	968
2021 Q3	$3K	Buy	+105	New	+$2.92K	﹤0.01%	911

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

Bell Investment Advisors's FHB Position: Q4 2025 in Review

Bell Investment Advisors sold out of First Hawaiian (FHB) in Q4 2025, closing a stake of 63 shares — an estimated $1.56K sold.

Bell Investment Advisors first reported a position in FHB in Q3 2021 and held it in 16 quarters. The position peaked at $3.28K in Q4 2022. 319 funds tracked by Wall St. Rank hold FHB as of Q4 2025.

Bell Investment Advisors reported no remaining First Hawaiian position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 63 First Hawaiian shares in Q4 2025, an estimated $1.56K.
Bell Investment Advisors first reported a position in First Hawaiian in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's First Hawaiian position peaked at $3.28K in Q4 2022.
319 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.