Curio Wealth’s First Hawaiian FHB Stock Holding History

Curio Wealth’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	-3	Closed	-$74	–	447
2026 Q1	$74	Buy	+3	New	+$77	﹤0.01%	1040

Other funds holding FHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Curio Wealth's FHB Position: Q2 2026 in Review

Curio Wealth sold out of First Hawaiian (FHB) in Q2 2026, closing a stake of 3 shares — an estimated $74 sold.

Curio Wealth first reported a position in FHB in Q1 2026 and held it in 1 quarter. The position peaked at $74 in Q1 2026. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

Curio Wealth reported no remaining First Hawaiian position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 First Hawaiian shares in Q2 2026, an estimated $74.
Curio Wealth first reported a position in First Hawaiian in Q1 2026 and held it in 1 quarter.
Curio Wealth's First Hawaiian position peaked at $74 in Q1 2026.
369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.