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BlueStem Wealth Partners’s First Hawaiian FHB Stock Holding History

BlueStem Wealth Partners’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
Q2 		– Sell
-9,653
Closed -$236K – 121
2025
Q1 		$236K Buy
9,653
+7
+0.1% +$182 0.03% 90
2024
Q4 		$250K Buy
+9,646
New +$248K 0.03% 87

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlueStem Wealth Partners's FHB Position: Q2 2025 in Review

BlueStem Wealth Partners sold out of First Hawaiian (FHB) in Q2 2025, closing a stake of 9,653 shares — an estimated $236K sold.

BlueStem Wealth Partners first reported a position in FHB in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 261 funds tracked by Wall St. Rank hold FHB as of Q2 2025.

  • BlueStem Wealth Partners reported no remaining First Hawaiian position as of Q2 2025 after selling out during the quarter.
  • BlueStem Wealth Partners sold 9,653 First Hawaiian shares in Q2 2025, an estimated $236K.
  • BlueStem Wealth Partners first reported a position in First Hawaiian in Q4 2024 and held it in 2 quarters.
  • BlueStem Wealth Partners's First Hawaiian position peaked at $250K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2025.

Based on BlueStem Wealth Partners's 13F filing for Q2 2025, filed 12 Aug 2025.