JWA
FHB icon

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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return