EP Wealth Advisors’s First Hawaiian FHB Stock Holding History

EP Wealth Advisors’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	$312K	Buy	+10,657	New	+$290K	﹤0.01%	1272

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

EP Wealth Advisors's FHB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in First Hawaiian (FHB) in Q2 2026: 10,657 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings.

369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

EP Wealth Advisors held 10,657 shares of First Hawaiian worth $312K as of Q2 2026.
First Hawaiian was a new EP Wealth Advisors position in Q2 2026.
First Hawaiian made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1272 holding.
369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.