CMA
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Cedar Mountain Advisors’s First Hawaiian FHB Stock Holding History

Cedar Mountain 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
Q3 		$5.51K Hold
224
– – ﹤0.01% 619
2026
Q2 		$6.56K Hold
224
– – ﹤0.01% 613
2026
Q1 		$5.52K Buy
+224
New +$5.77K ﹤0.01% 620

Other funds holding FHB

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cedar Mountain Advisors's FHB Position: Q3 2026 in Review

Cedar Mountain Advisors held its First Hawaiian (FHB) position steady in Q3 2026 at 224 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Cedar Mountain Advisors first reported a position in FHB in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.56K in Q2 2026. 19 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Cedar Mountain Advisors held 224 shares of First Hawaiian worth $5.51K as of Q3 2026.
  • Cedar Mountain Advisors left its First Hawaiian share count unchanged in Q3 2026.
  • First Hawaiian made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #619 holding.
  • Cedar Mountain Advisors first reported a position in First Hawaiian in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's First Hawaiian position peaked at $6.56K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.