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Crestwood Advisors Group’s First Hawaiian FHB Stock Holding History

Crestwood Advisors Group’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 		$482K Buy
16,435
+4,665
+40% +$127K 0.01% 504
2026
Q1 		$290K Buy
11,770
+3,638
+45% +$93.7K ﹤0.01% 585
2025
Q4 		$206K Buy
+8,132
New +$202K ﹤0.01% 661

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

Crestwood Advisors Group's FHB Position: Q2 2026 in Review

Crestwood Advisors Group increased its First Hawaiian (FHB) stake by 40% in Q2 2026, buying an estimated $127K and bringing the position to 16,435 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #504.

Crestwood Advisors Group first reported a position in FHB in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Crestwood Advisors Group held 16,435 shares of First Hawaiian worth $482K as of Q2 2026.
  • Crestwood Advisors Group bought 4,665 First Hawaiian shares in Q2 2026, an estimated $127K.
  • First Hawaiian made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #504 holding.
  • Crestwood Advisors Group first reported a position in First Hawaiian in Q4 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.