JWM
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JPL Wealth Management’s First Hawaiian FHB Stock Holding History

JPL 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 		$7.38K Buy
252
+12
+5% +$326 ﹤0.01% 667
2026
Q1 		$5.91K Buy
+240
New +$6.18K ﹤0.01% 649
2025
Q4 		– Sell
-240
Closed -$5.96K – 466
2025
Q3 		$5.96K Buy
+240
New +$6.06K ﹤0.01% 637

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

JPL Wealth Management's FHB Position: Q2 2026 in Review

JPL Wealth Management increased its First Hawaiian (FHB) stake by 5% in Q2 2026, buying an estimated $326 and bringing the position to 252 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

JPL Wealth Management first reported a position in FHB in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • JPL Wealth Management held 252 shares of First Hawaiian worth $7.38K as of Q2 2026.
  • JPL Wealth Management bought 12 First Hawaiian shares in Q2 2026, an estimated $326.
  • First Hawaiian made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #667 holding.
  • JPL Wealth Management first reported a position in First Hawaiian in Q3 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.