Evergreen Capital Management
FHB icon

Evergreen Capital Management’s First Hawaiian FHB Stock Holding History

Evergreen Capital 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 		$914K Sell
37,124
-5,762
-13% -$157K 0.02% 553
2026
Q2 		$1.26M Buy
42,886
+746
+2% +$20.3K 0.02% 458
2026
Q1 		$1.04M Buy
42,140
+862
+2% +$22.2K 0.02% 478
2025
Q4 		$1.04M Sell
41,278
-5,304
-11% -$132K 0.02% 460
2025
Q3 		$1.16M Buy
46,582
+10,408
+29% +$263K 0.03% 372
2025
Q2 		$903K Sell
36,174
-5,379
-13% -$126K 0.03% 386
2025
Q1 		$1.02M Buy
41,553
+4,293
+12% +$112K 0.03% 333
2024
Q4 		$967K Buy
37,260
+649
+2% +$16.7K 0.03% 339
2024
Q3 		$848K Buy
36,611
+894
+3% +$20.9K 0.03% 356
2024
Q2 		$741K Buy
35,717
+2,318
+7% +$48.7K 0.03% 360
2024
Q1 		$733K Sell
33,399
-31
-0.1% -$666 0.03% 342
2023
Q4 		$764K Buy
33,430
+3,181
+11% +$62.1K 0.03% 323
2023
Q3 		$546K Buy
30,249
+1,664
+6% +$32.1K 0.02% 370
2023
Q2 		$515K Buy
28,585
+14,119
+98% +$259K 0.02% 385
2023
Q1 		$298K Buy
14,466
+3,023
+26% +$76.2K 0.01% 512
2022
Q4 		$298K Sell
11,443
-2,608
-19% -$66.9K 0.01% 488
2022
Q3 		$346K Buy
+14,051
New +$354K 0.02% 414
2022
Q2 		– Sell
-13,516
Closed -$377K – 610
2022
Q1 		$377K Buy
13,516
+5,618
+71% +$162K 0.02% 429
2021
Q4 		$216K Buy
7,898
+905
+13% +$25.3K 0.01% 576
2021
Q3 		$205K Sell
6,993
-1,374
-16% -$38.2K 0.01% 540
2021
Q2 		$237K Buy
8,367
+815
+11% +$22.8K 0.01% 466
2021
Q1 		$207K Buy
+7,552
New +$203K 0.01% 472

Other funds holding FHB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Evergreen Capital Management's FHB Position: Q3 2026 in Review

Evergreen Capital Management reduced its First Hawaiian (FHB) stake by 13% in Q3 2026, selling an estimated $157K and leaving 37,124 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #553.

Evergreen Capital Management first reported a position in FHB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.26M in Q2 2026. 275 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Evergreen Capital Management held 37,124 shares of First Hawaiian worth $914K as of Q3 2026.
  • Evergreen Capital Management sold 5,762 First Hawaiian shares in Q3 2026, an estimated $157K.
  • First Hawaiian made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #553 holding.
  • Evergreen Capital Management first reported a position in First Hawaiian in Q1 2021 and has held it in 22 quarters since.
  • Evergreen Capital Management's First Hawaiian position peaked at $1.26M in Q2 2026.
  • 275 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.