JWCA
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J.W. Cole Advisors’s First Hawaiian FHB Stock Holding History

J.W. Cole Advisors’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 		$495K Sell
16,891
-361
-2% -$9.82K 0.01% 1012
2026
Q1 		$425K Sell
17,252
-107
-0.6% -$2.75K 0.01% 540
2025
Q4 		$431K Sell
17,359
-5,482
-24% -$136K 0.01% 951
2025
Q3 		$567K Sell
22,841
-319
-1% -$8.06K 0.01% 945
2025
Q2 		$578K Buy
23,160
+2,706
+13% +$63.4K 0.01% 868
2025
Q1 		$500K Buy
20,454
+7,877
+63% +$205K 0.02% 768
2024
Q4 		$326K Sell
12,577
-532
-4% -$13.7K 0.01% 752
2024
Q3 		$303K Sell
13,109
-3,711
-22% -$86.8K 0.01% 765
2024
Q2 		$349K Sell
16,820
-1,309
-7% -$27.5K 0.02% 647
2024
Q1 		$394K Sell
18,129
-100
-0.5% -$2.15K 0.02% 601
2023
Q4 		$417K Buy
+18,229
New +$356K 0.02% 541
2023
Q3 		– Sell
-10,590
Closed -$191K – 756
2023
Q2 		$191K Buy
+10,590
New +$194K 0.01% 708
2023
Q1 		– Sell
-8,794
Closed -$229K – 788
2022
Q4 		$229K Buy
8,794
+21
+0.2% +$539 0.02% 648
2022
Q3 		$216K Sell
8,773
-178
-2% -$4.48K 0.02% 649
2022
Q2 		$203K Buy
8,951
+722
+9% +$18.1K 0.02% 676
2022
Q1 		$230K Sell
8,229
-97
-1% -$2.8K 0.02% 707
2021
Q4 		$228K Sell
8,326
-442
-5% -$12.3K 0.01% 748
2021
Q3 		$257K Buy
8,768
+372
+4% +$10.3K 0.02% 388
2021
Q2 		$238K Buy
+8,396
New +$235K 0.02% 647
2020
Q4 		– Sell
-14,803
Closed -$214K – 711
2020
Q3 		$214K Buy
+14,803
New +$243K 0.02% 652

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

J.W. Cole Advisors's FHB Position: Q2 2026 in Review

J.W. Cole Advisors reduced its First Hawaiian (FHB) stake by 2.1% in Q2 2026, selling an estimated $9.82K and leaving 16,891 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #1012.

J.W. Cole Advisors first reported a position in FHB in Q3 2020 and has held it in 20 quarters since. The position peaked at $578K in Q2 2025. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • J.W. Cole Advisors held 16,891 shares of First Hawaiian worth $495K as of Q2 2026.
  • J.W. Cole Advisors sold 361 First Hawaiian shares in Q2 2026, an estimated $9.82K.
  • First Hawaiian made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1012 holding.
  • J.W. Cole Advisors first reported a position in First Hawaiian in Q3 2020 and has held it in 20 quarters since.
  • J.W. Cole Advisors's First Hawaiian position peaked at $578K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.