EWA
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EverSource Wealth Advisors’s First Hawaiian FHB Stock Holding History

EverSource 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 		$117K Buy
3,986
+559
+16% +$15.2K ﹤0.01% 1311
2026
Q1 		$84.4K Sell
3,427
-335
-9% -$8.62K ﹤0.01% 1540
2025
Q4 		$95.2K Buy
3,762
+703
+23% +$17.5K ﹤0.01% 1340
2025
Q3 		$76K Buy
3,059
+300
+11% +$7.58K ﹤0.01% 1419
2025
Q2 		$68.9K Buy
2,759
+2,123
+334% +$49.8K ﹤0.01% 1414
2025
Q1 		$15.5K Sell
636
-12
-2% -$312 ﹤0.01% 1837
2024
Q4 		$16.8K Buy
648
+144
+29% +$3.7K ﹤0.01% 1724
2024
Q3 		$11.7K Buy
504
+15
+3% +$351 ﹤0.01% 1768
2024
Q2 		$12.2K Buy
489
+48
+11% +$1.01K ﹤0.01% 1743
2024
Q1 		$9.3K Buy
441
+110
+33% +$2.36K ﹤0.01% 1729
2023
Q4 		$7.57K Hold
331
– – ﹤0.01% 1687
2023
Q3 		$5.97K Hold
331
– – ﹤0.01% 1635
2023
Q2 		$5.96K Sell
331
-684
-67% -$12.6K ﹤0.01% 1653
2023
Q1 		$20.9K Sell
1,015
-993
-49% -$25K ﹤0.01% 1069
2022
Q4 		$52.3K Hold
2,008
– – 0.01% 745
2022
Q3 		$49K Buy
2,008
+1,796
+847% +$45.2K 0.01% 639
2022
Q2 		$5K Sell
212
-624
-75% -$15.7K ﹤0.01% 1258
2022
Q1 		$23K Buy
836
+220
+36% +$6.35K 0.01% 644
2021
Q4 		$17K Buy
+616
New +$17.2K ﹤0.01% 745

Other funds holding FHB

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

EverSource Wealth Advisors increased its First Hawaiian (FHB) stake by 16% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,986 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

EverSource Wealth Advisors first reported a position in FHB in Q4 2021 and has held it in 19 quarters since. 129 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • EverSource Wealth Advisors held 3,986 shares of First Hawaiian worth $117K as of Q2 2026.
  • EverSource Wealth Advisors bought 559 First Hawaiian shares in Q2 2026, an estimated $15.2K.
  • First Hawaiian made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1311 holding.
  • EverSource Wealth Advisors first reported a position in First Hawaiian in Q4 2021 and has held it in 19 quarters since.
  • 129 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.