FHB
SUM

First Hawaiian Bank’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

First Hawaiian Bank’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,401
Closed -$779K – 793
2024
Q4 		$779K Sell
15,401
-8,963
-37% -$419K 0.03% 489
2024
Q3 		$951K Buy
24,364
+7,549
+45% +$290K 0.03% 443
2024
Q2 		$616K Buy
16,815
+768
+5% +$30.1K 0.02% 502
2024
Q1 		$715K Buy
+16,047
New +$635K 0.02% 501
2023
Q4 		– Sell
-6,524
Closed -$203K – 896
2023
Q3 		$203K Hold
6,524
– – 0.01% 784
2023
Q2 		$247K Buy
+6,524
New +$202K 0.01% 762
2022
Q2 		– Sell
-6,886
Closed -$210K – 947
2022
Q1 		$210K Sell
6,886
-3,028
-31% -$101K 0.01% 862
2021
Q4 		$391K Hold
9,914
– – 0.01% 701
2021
Q3 		$312K Sell
9,914
-61
-0.6% -$1.99K 0.01% 689
2021
Q2 		$342K Buy
9,975
+2,210
+28% +$69.7K 0.01% 665
2021
Q1 		$214K Buy
+7,765
New +$195K 0.01% 794

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return