CWP
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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
Q2 		– Sell
-21,743
Closed -$536K – 853
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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Curated Wealth Partners's FHB Position: Q2 2026 in Review

Curated Wealth Partners sold out of First Hawaiian (FHB) in Q2 2026, closing a stake of 21,743 shares — an estimated $536K sold.

Curated Wealth Partners first reported a position in FHB in Q1 2021 and held it in 20 quarters. The position peaked at $637K in Q3 2021. 43 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Curated Wealth Partners reported no remaining First Hawaiian position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 21,743 First Hawaiian shares in Q2 2026, an estimated $536K.
  • Curated Wealth Partners first reported a position in First Hawaiian in Q1 2021 and held it in 20 quarters.
  • Curated Wealth Partners's First Hawaiian position peaked at $637K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.