Carson Wealth (CWM LLC)
FHB icon

Carson Wealth (CWM LLC)’s First Hawaiian FHB Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.28M Sell
52,068
-15,955
-23% -$411K ﹤0.01% 1400
2025
Q4 		$1.72M Buy
68,023
+8,841
+15% +$220K ﹤0.01% 1213
2025
Q3 		$1.47M Buy
59,182
+43,103
+268% +$1.09M ﹤0.01% 1229
2025
Q2 		$401K Buy
16,079
+3,310
+26% +$77.6K ﹤0.01% 1695
2025
Q1 		$312K Buy
12,769
+894
+8% +$23.3K ﹤0.01% 1648
2024
Q4 		$308K Buy
11,875
+263
+2% +$6.76K ﹤0.01% 1577
2024
Q3 		$269K Buy
11,612
+761
+7% +$17.8K ﹤0.01% 1605
2024
Q2 		$225K Buy
10,851
+9,954
+1,110% +$209K ﹤0.01% 1533
2024
Q1 		$20K Sell
897
-57
-6% -$1.22K ﹤0.01% 2907
2023
Q4 		$22K Sell
954
-132
-12% -$2.58K ﹤0.01% 2717
2023
Q3 		$20K Buy
1,086
+75
+7% +$1.45K ﹤0.01% 2680
2023
Q2 		$18K Buy
1,011
+625
+162% +$11.5K ﹤0.01% 2707
2023
Q1 		$8K Sell
386
-660
-63% -$16.6K ﹤0.01% 3072
2022
Q4 		$27K Buy
1,046
+40
+4% +$1.03K ﹤0.01% 2150
2022
Q3 		$25K Buy
1,006
+785
+355% +$19.8K ﹤0.01% 2083
2022
Q2 		$5K Sell
221
-250
-53% -$6.27K ﹤0.01% 2963
2022
Q1 		$13K Buy
471
+52
+12% +$1.5K ﹤0.01% 2322
2021
Q4 		$11K Buy
+419
New +$11.7K ﹤0.01% 2298
2021
Q2 		$7K Hold
244
– – ﹤0.01% 2239
2021
Q1 		$7K Hold
244
– – ﹤0.01% 2239
2020
Q4 		$7K Hold
244
– – ﹤0.01% 2239
2020
Q3 		$7K Hold
244
– – ﹤0.01% 2238
2020
Q2 		$7K Hold
244
– – ﹤0.01% 2238
2020
Q1 		$7K Hold
244
– – ﹤0.01% 2238
2019
Q4 		$7K Hold
244
– – ﹤0.01% 2238
2019
Q3 		$7K Hold
244
– – ﹤0.01% 2237
2019
Q2 		$7K Hold
244
– – ﹤0.01% 2237
2019
Q1 		$7K Buy
+244
New +$6.31K ﹤0.01% 2237

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FHB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Hawaiian (FHB) stake by 23% in Q1 2026, selling an estimated $411K and leaving 52,068 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Carson Wealth (CWM LLC) first reported a position in FHB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.72M in Q4 2025. 334 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,068 shares of First Hawaiian worth $1.28M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,955 First Hawaiian shares in Q1 2026, an estimated $411K.
  • First Hawaiian made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1400 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Hawaiian in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Hawaiian position peaked at $1.72M in Q4 2025.
  • 334 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.