Empirical Wealth Management
FHB icon

Empirical Wealth Management’s First Hawaiian FHB Stock Holding History

Empirical Wealth Management’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 		$945K Buy
38,364
+13,198
+52% +$359K 0.01% 520
2026
Q2 		$737K Buy
25,166
+6,739
+37% +$183K 0.01% 505
2026
Q1 		$454K Buy
18,427
+9,934
+117% +$256K 0.01% 610
2025
Q4 		$215K Buy
+8,493
New +$211K ﹤0.01% 833

Other funds holding FHB

Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management's FHB Position: Q3 2026 in Review

Empirical Wealth Management increased its First Hawaiian (FHB) stake by 52% in Q3 2026, buying an estimated $359K and bringing the position to 38,364 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #520.

Empirical Wealth Management first reported a position in FHB in Q4 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Empirical Wealth Management held 38,364 shares of First Hawaiian worth $945K as of Q3 2026.
  • Empirical Wealth Management bought 13,198 First Hawaiian shares in Q3 2026, an estimated $359K.
  • First Hawaiian made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #520 holding.
  • Empirical Wealth Management first reported a position in First Hawaiian in Q4 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.