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Integrated Wealth Concepts’s First Hawaiian FHB Stock Holding History

Integrated Wealth Concepts’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 		$530K Buy
18,092
+1,773
+11% +$48.2K ﹤0.01% 1741
2026
Q1 		$402K Buy
+16,319
New +$420K ﹤0.01% 1679
2025
Q4 		– Sell
-10,333
Closed -$257K – 1769
2025
Q3 		$257K Sell
10,333
-23
-0.2% -$581 ﹤0.01% 1719
2025
Q2 		$258K Buy
10,356
+296
+3% +$6.94K ﹤0.01% 1629
2025
Q1 		$246K Buy
10,060
+856
+9% +$22.3K ﹤0.01% 1517
2024
Q4 		$239K Buy
+9,204
New +$237K ﹤0.01% 1507

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Integrated Wealth Concepts's FHB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Hawaiian (FHB) stake by 11% in Q2 2026, buying an estimated $48.2K and bringing the position to 18,092 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Integrated Wealth Concepts first reported a position in FHB in Q4 2024 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Integrated Wealth Concepts held 18,092 shares of First Hawaiian worth $530K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,773 First Hawaiian shares in Q2 2026, an estimated $48.2K.
  • First Hawaiian made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1741 holding.
  • Integrated Wealth Concepts first reported a position in First Hawaiian in Q4 2024 and has held it in 6 quarters since.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.