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Innovative Asset Advisors Group’s First Hawaiian FHB Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-4,681
Closed -$115K – 546
2026
Q1 		$115K Buy
+4,681
New +$121K 0.07% 187

Other funds holding FHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Innovative Asset Advisors Group's FHB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of First Hawaiian (FHB) in Q2 2026, closing a stake of 4,681 shares — an estimated $115K sold.

Innovative Asset Advisors Group first reported a position in FHB in Q1 2026 and held it in 1 quarter. The position peaked at $115K in Q1 2026. 346 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining First Hawaiian position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 4,681 First Hawaiian shares in Q2 2026, an estimated $115K.
  • Innovative Asset Advisors Group first reported a position in First Hawaiian in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's First Hawaiian position peaked at $115K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.