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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $29.7B AUM 43.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Creative Planning's FHB Position: Q1 2026 in Review

Creative Planning increased its First Hawaiian (FHB) stake by 90% in Q1 2026, buying an estimated $2.19M and bringing the position to 179,446 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Creative Planning first reported a position in FHB in Q3 2016 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

  • Creative Planning held 179,446 shares of First Hawaiian worth $4.42M as of Q1 2026.
  • Creative Planning bought 85,031 First Hawaiian shares in Q1 2026, an estimated $2.19M.
  • First Hawaiian made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1302 holding.
  • Creative Planning first reported a position in First Hawaiian in Q3 2016 and has held it in 16 quarters since.
  • 333 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.