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Essential Partners’s First Hawaiian FHB Stock Holding History

Essential 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 		$69K Sell
2,804
-1,361
-33% -$37K 0.03% 527
2026
Q2 		$122K Buy
4,165
+949
+30% +$25.8K 0.06% 358
2026
Q1 		$79.2K Sell
3,216
-1,090
-25% -$28.1K 0.03% 478
2025
Q4 		$109K Buy
4,306
+1,363
+46% +$33.9K 0.03% 428
2025
Q3 		$73.1K Buy
2,943
+2,620
+811% +$66.2K 0.02% 503
2025
Q2 		$8.06K Buy
+323
New +$7.57K ﹤0.01% 906

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Essential Partners's FHB Position: Q3 2026 in Review

Essential Partners reduced its First Hawaiian (FHB) stake by 33% in Q3 2026, selling an estimated $37K and leaving 2,804 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #527.

Essential Partners first reported a position in FHB in Q2 2025 and has held it in 6 quarters since. The position peaked at $122K in Q2 2026. 16 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Essential Partners held 2,804 shares of First Hawaiian worth $69K as of Q3 2026.
  • Essential Partners sold 1,361 First Hawaiian shares in Q3 2026, an estimated $37K.
  • First Hawaiian made up 0.03% of Essential Partners's portfolio in Q3 2026, its #527 holding.
  • Essential Partners first reported a position in First Hawaiian in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's First Hawaiian position peaked at $122K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.