Institute for Wealth Management’s First Hawaiian FHB Stock Holding History

Institute for Wealth 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 Q2	$10.9K	Buy	+372	New	+$10.1K	﹤0.01%	1297

Other funds holding FHB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Institute for Wealth Management's FHB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Hawaiian (FHB) in Q2 2026: 372 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

178 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

Institute for Wealth Management held 372 shares of First Hawaiian worth $10.9K as of Q2 2026.
First Hawaiian was a new Institute for Wealth Management position in Q2 2026.
First Hawaiian made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1297 holding.
178 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.