FHB
HLIO icon

First Hawaiian Bank’s Helios Technologies HLIO Stock Holding History

First Hawaiian Bank’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,029
Closed -$448K – 388
2024
Q4 		$448K Hold
10,029
– – 0.01% 663
2024
Q3 		$478K Buy
10,029
+645
+7% +$28.4K 0.02% 635
2024
Q2 		$448K Buy
+9,384
New +$449K 0.02% 602

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Hawaiian Bank's HLIO Position: Q1 2025 in Review

First Hawaiian Bank sold out of Helios Technologies (HLIO) in Q1 2025, closing a stake of 10,029 shares — an estimated $448K sold.

First Hawaiian Bank first reported a position in HLIO in Q2 2024 and held it in 3 quarters. The position peaked at $478K in Q3 2024. 183 funds tracked by Wall St. Rank hold HLIO as of Q1 2025.

  • First Hawaiian Bank reported no remaining Helios Technologies position as of Q1 2025 after selling out during the quarter.
  • First Hawaiian Bank sold 10,029 Helios Technologies shares in Q1 2025, an estimated $448K.
  • First Hawaiian Bank first reported a position in Helios Technologies in Q2 2024 and held it in 3 quarters.
  • First Hawaiian Bank's Helios Technologies position peaked at $478K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.