Creative Planning
FHB icon

Creative Planning’s First Hawaiian FHB Stock Holding History

Creative Planning’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 		$9.61M Buy
328,063
+148,617
+83% +$4.04M 0.01% 913
2026
Q1 		$4.42M Buy
179,446
+85,031
+90% +$2.19M ﹤0.01% 1302
2025
Q4 		$2.39M Buy
94,415
+33,702
+56% +$838K ﹤0.01% 1587
2025
Q3 		$1.51M Buy
60,713
+29,922
+97% +$756K ﹤0.01% 1763
2025
Q2 		$769K Buy
30,791
+5,992
+24% +$140K ﹤0.01% 2075
2025
Q1 		$606K Sell
24,799
-1,057
-4% -$27.5K ﹤0.01% 2115
2024
Q4 		$671K Buy
25,856
+2,227
+9% +$57.3K ﹤0.01% 1959
2024
Q3 		$547K Buy
23,629
+1,424
+6% +$33.3K ﹤0.01% 2024
2024
Q2 		$461K Buy
22,205
+2,156
+11% +$45.3K ﹤0.01% 2006
2024
Q1 		$440K Buy
20,049
+2,367
+13% +$50.8K ﹤0.01% 1946
2023
Q4 		$404K Buy
17,682
+3,320
+23% +$64.9K ﹤0.01% 1858
2023
Q3 		$259K Sell
14,362
-185
-1% -$3.57K ﹤0.01% 2050
2023
Q2 		$262K Buy
+14,547
New +$267K ﹤0.01% 2012
2017
Q3 		– Sell
-200
Closed -$6K – 2496
2017
Q2 		$6K Hold
200
– – ﹤0.01% 3898
2017
Q1 		$6K Hold
200
– – ﹤0.01% 3863
2016
Q4 		$7K Hold
200
– – ﹤0.01% 3757
2016
Q3 		$5K Buy
+200
New +$5.23K ﹤0.01% 3866

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

Creative Planning's FHB Position: Q2 2026 in Review

Creative Planning increased its First Hawaiian (FHB) stake by 83% in Q2 2026, buying an estimated $4.04M and bringing the position to 328,063 shares worth $9.61M. The position accounts for 0.01% of the portfolio, ranked #913.

Creative Planning first reported a position in FHB in Q3 2016 and has held it in 17 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Creative Planning held 328,063 shares of First Hawaiian worth $9.61M as of Q2 2026.
  • Creative Planning bought 148,617 First Hawaiian shares in Q2 2026, an estimated $4.04M.
  • First Hawaiian made up 0.01% of Creative Planning's portfolio in Q2 2026, its #913 holding.
  • Creative Planning first reported a position in First Hawaiian in Q3 2016 and has held it in 17 quarters since.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.