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Hennion & Walsh Asset Management’s First Hawaiian FHB Stock Holding History

Hennion & Walsh Asset Management’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 		– Sell
-7,508
Closed -$220K – 981
2026
Q2 		$220K Buy
+7,508
New +$204K 0.01% 911

Other funds holding FHB

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
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

Hennion & Walsh Asset Management's FHB Position: Q3 2026 in Review

Hennion & Walsh Asset Management sold out of First Hawaiian (FHB) in Q3 2026, closing a stake of 7,508 shares — an estimated $220K sold.

Hennion & Walsh Asset Management first reported a position in FHB in Q2 2026 and held it in 1 quarter. The position peaked at $220K in Q2 2026. 18 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Hennion & Walsh Asset Management reported no remaining First Hawaiian position as of Q3 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 7,508 First Hawaiian shares in Q3 2026, an estimated $220K.
  • Hennion & Walsh Asset Management first reported a position in First Hawaiian in Q2 2026 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's First Hawaiian position peaked at $220K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.