JWA
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JFS Wealth Advisors’s First Hawaiian FHB Stock Holding History

JFS Wealth 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 		$4.31K Buy
147
+20
+16% +$544 ﹤0.01% 1338
2026
Q1 		$3.13K Buy
127
+11
+9% +$283 ﹤0.01% 1368
2025
Q4 		$2.94K Buy
116
+44
+61% +$1.09K ﹤0.01% 1432
2025
Q3 		$1.79K Sell
72
-1
-1% -$25 ﹤0.01% 1467
2025
Q2 		$1.82K Sell
73
-41
-36% -$961 ﹤0.01% 1416
2025
Q1 		$2.79K Buy
114
+14
+14% +$365 ﹤0.01% 1344
2024
Q4 		$2.6K Hold
100
– – ﹤0.01% 1373
2024
Q3 		$2.31K Buy
100
+4
+4% +$94 ﹤0.01% 1422
2024
Q2 		$1.99K Hold
96
– – ﹤0.01% 1431
2024
Q1 		$2.11K Hold
96
– – ﹤0.01% 1421
2023
Q4 		$2.19K Sell
96
-22
-19% -$430 ﹤0.01% 1391
2023
Q3 		$2.13K Buy
118
+32
+37% +$617 ﹤0.01% 1338
2023
Q2 		$1.55K Buy
86
+24
+39% +$441 ﹤0.01% 1481
2023
Q1 		$1.28K Sell
62
-55
-47% -$1.39K ﹤0.01% 1513
2022
Q4 		$3.05K Sell
117
-4
-3% -$103 ﹤0.01% 1206
2022
Q3 		$3K Sell
121
-38
-24% -$957 ﹤0.01% 1172
2022
Q2 		$4K Buy
159
+57
+56% +$1.43K ﹤0.01% 1066
2022
Q1 		$3K Buy
102
+60
+143% +$1.73K ﹤0.01% 1238
2021
Q4 		$1K Buy
+42
New +$1.17K ﹤0.01% 1348

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

JFS Wealth Advisors's FHB Position: Q2 2026 in Review

JFS Wealth Advisors increased its First Hawaiian (FHB) stake by 16% in Q2 2026, buying an estimated $544 and bringing the position to 147 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

JFS Wealth Advisors first reported a position in FHB in Q4 2021 and has held it in 19 quarters since. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • JFS Wealth Advisors held 147 shares of First Hawaiian worth $4.31K as of Q2 2026.
  • JFS Wealth Advisors bought 20 First Hawaiian shares in Q2 2026, an estimated $544.
  • First Hawaiian made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1338 holding.
  • JFS Wealth Advisors first reported a position in First Hawaiian in Q4 2021 and has held it in 19 quarters since.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.