EWP
FHB icon

Elevation Wealth Partners’s First Hawaiian FHB Stock Holding History

Elevation 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 		$50.8K Buy
2,062
+1,129
+121% +$30.7K 0.01% 387
2026
Q2 		$27.3K Buy
933
+738
+378% +$20.1K 0.01% 484
2026
Q1 		$4.8K Buy
195
+124
+175% +$3.19K ﹤0.01% 726
2025
Q4 		$1.8K Buy
+71
New +$1.76K ﹤0.01% 805

Other funds holding FHB

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its First Hawaiian (FHB) stake by 121% in Q3 2026, buying an estimated $30.7K and bringing the position to 2,062 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #387.

Elevation Wealth Partners first reported a position in FHB in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Elevation Wealth Partners held 2,062 shares of First Hawaiian worth $50.8K as of Q3 2026.
  • Elevation Wealth Partners bought 1,129 First Hawaiian shares in Q3 2026, an estimated $30.7K.
  • First Hawaiian made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #387 holding.
  • Elevation Wealth Partners first reported a position in First Hawaiian in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.