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Clearstead Trust’s First Hawaiian FHB Stock Holding History

Clearstead Trust’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 		$9.61K Buy
+328
New +$8.92K ﹤0.01% 631
2025
Q4 		– Sell
-55
Closed -$1.37K – 1193
2025
Q3 		$1.37K Hold
55
– – ﹤0.01% 1123
2025
Q2 		$1.37K Buy
+55
New +$1.29K ﹤0.01% 1059

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

Clearstead Trust's FHB Position: Q2 2026 in Review

Clearstead Trust opened a new position in First Hawaiian (FHB) in Q2 2026: 328 shares worth $9.61K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in FHB as recently as Q3 2025.

Clearstead Trust first reported a position in FHB in Q2 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Clearstead Trust held 328 shares of First Hawaiian worth $9.61K as of Q2 2026.
  • First Hawaiian was a new Clearstead Trust position in Q2 2026.
  • First Hawaiian made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #631 holding.
  • Clearstead Trust first reported a position in First Hawaiian in Q2 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.