First Hawaiian Bank’s LPL Financial LPLA Stock Holding History

First Hawaiian Bank’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,293	Closed	-$1.73M	–	472
2024 Q4	$1.73M	Buy	5,293 +1,715	+48%	+$507K	0.06%	267
2024 Q3	$832K	Sell	3,578 -77	-2%	-$17.4K	0.03%	478
2024 Q2	$1.02M	Sell	3,655 -1,945	-35%	-$528K	0.03%	366
2024 Q1	$1.48M	Sell	5,600 -1,890	-25%	-$477K	0.05%	302
2023 Q4	$1.7M	Sell	7,490 -945	-11%	-$212K	0.05%	268
2023 Q3	$2M	Buy	8,435 +24	+0.3%	+$5.57K	0.07%	208
2023 Q2	$1.83M	Sell	8,411 -1,758	-17%	-$352K	0.06%	232
2023 Q1	$2.06M	Buy	10,169 +8,489	+505%	+$1.94M	0.07%	211
2022 Q4	$363K	Buy	1,680 +126	+8%	+$29.5K	0.01%	649
2022 Q3	$340K	Hold	1,554	–	–	0.01%	641
2022 Q2	$287K	Sell	1,554 -407	-21%	-$77.3K	0.01%	728
2022 Q1	$358K	Sell	1,961 -437	-18%	-$76.1K	0.01%	712
2021 Q4	$384K	Sell	2,398 -251	-9%	-$41.4K	0.01%	703
2021 Q3	$415K	Buy	2,649 +303	+13%	+$43.5K	0.02%	586
2021 Q2	$317K	Buy	2,346 +319	+16%	+$46.4K	0.01%	685
2021 Q1	$288K	Sell	2,027 -27	-1%	-$3.44K	0.01%	725
2020 Q4	$214K	Buy	+2,054	New	+$185K	0.01%	753
2020 Q1	–	Sell	-5,998	Closed	-$553K	–	818
2019 Q4	$553K	Buy	5,998 +114	+2%	+$9.78K	0.03%	434
2019 Q3	$482K	Buy	5,884 +303	+5%	+$24.3K	0.02%	465
2019 Q2	$455K	Buy	5,581 +1,811	+48%	+$143K	0.02%	489
2019 Q1	$263K	Buy	3,770 +1,431	+61%	+$103K	0.01%	653
2018 Q4	$143K	Sell	2,339 -577	-20%	-$35.2K	0.01%	806
2018 Q3	$188K	Buy	+2,916	New	+$193K	0.01%	783

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Hawaiian Bank sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 5,293 shares — an estimated $1.73M sold.

First Hawaiian Bank first reported a position in LPLA in Q3 2018 and held it in 23 quarters. The position peaked at $2.06M in Q1 2023. 790 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

First Hawaiian Bank reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 5,293 LPL Financial shares in Q1 2025, an estimated $1.73M.
First Hawaiian Bank first reported a position in LPL Financial in Q3 2018 and held it in 23 quarters.
First Hawaiian Bank's LPL Financial position peaked at $2.06M in Q1 2023.
790 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

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