GoalVest Advisory’s First Hawaiian FHB Stock Holding History

GoalVest Advisory’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	$13K	Buy	+530	New	+$14.4K	﹤0.01%	392

Other funds holding FHB

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GoalVest Advisory's FHB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in First Hawaiian (FHB) in Q3 2026: 530 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings.

15 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

GoalVest Advisory held 530 shares of First Hawaiian worth $13K as of Q3 2026.
First Hawaiian was a new GoalVest Advisory position in Q3 2026.
First Hawaiian made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #392 holding.
15 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.