Curated Wealth Partners
FHB icon

Curated Wealth Partners’s First Hawaiian FHB Stock Holding History

Curated Wealth Partners’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 		$497K Sell
20,169
-524
-3% -$14.2K 0.04% 283
2026
Q2 		$606K Sell
20,693
-1,050
-5% -$28.6K 0.07% 92
2026
Q1 		$536K Hold
21,743
– – 0.07% 109
2025
Q4 		$550K Buy
21,743
+5,258
+32% +$131K 0.06% 111
2025
Q3 		$409K Hold
16,485
– – 0.05% 107
2025
Q2 		$411K Buy
16,485
+1,594
+11% +$37.4K 0.05% 109
2025
Q1 		$364K Hold
14,891
– – 0.05% 112
2024
Q4 		$386K Hold
14,891
– – 0.04% 103
2024
Q3 		$345K Hold
14,891
– – 0.04% 100
2024
Q2 		$309K Buy
+14,891
New +$313K 0.04% 107
2024
Q1 		– Sell
-19,518
Closed -$419K – 188
2023
Q4 		$446K Sell
19,518
-412
-2% -$8.05K 0.07% 94
2023
Q3 		$360K Hold
19,930
– – 0.07% 93
2023
Q2 		$359K Hold
19,930
– – 0.07% 89
2023
Q1 		$411K Hold
19,930
– – 0.09% 77
2022
Q4 		$519K Sell
19,930
-336
-2% -$8.62K 0.13% 62
2022
Q3 		$500K Hold
20,266
– – 0.15% 59
2022
Q2 		$459K Buy
20,266
+12,730
+169% +$319K 0.13% 69
2022
Q1 		$206K Hold
7,536
– – 0.07% 134
2021
Q4 		$206K Sell
7,536
-14,152
-65% -$395K 0.07% 138
2021
Q3 		$637K Hold
21,688
– – 0.36% 54
2021
Q2 		$615K Buy
21,688
+264
+1% +$7.39K 0.33% 56
2021
Q1 		$586K Buy
+21,424
New +$575K 0.36% 53

Other funds holding FHB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Curated Wealth Partners's FHB Position: Q3 2026 in Review

Curated Wealth Partners reduced its First Hawaiian (FHB) stake by 2.5% in Q3 2026, selling an estimated $14.2K and leaving 20,169 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #283.

Curated Wealth Partners first reported a position in FHB in Q1 2021 and has held it in 22 quarters since. The position peaked at $637K in Q3 2021. 273 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Curated Wealth Partners held 20,169 shares of First Hawaiian worth $497K as of Q3 2026.
  • Curated Wealth Partners sold 524 First Hawaiian shares in Q3 2026, an estimated $14.2K.
  • First Hawaiian made up 0.04% of Curated Wealth Partners's portfolio in Q3 2026, its #283 holding.
  • Curated Wealth Partners first reported a position in First Hawaiian in Q1 2021 and has held it in 22 quarters since.
  • Curated Wealth Partners's First Hawaiian position peaked at $637K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.