KB Financial Partners’s First Hawaiian FHB Stock Holding History

KB Financial Partners’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
2023 Q3	$520K	Buy	28,817 +302	+1%	+$5.82K	0.15%	87
2023 Q2	$514K	Sell	28,515 -233	-0.8%	-$4.28K	0.14%	88
2023 Q1	$593K	Buy	28,748 +1,003	+4%	+$25.3K	0.17%	74
2022 Q4	$722K	Buy	27,745 +216	+0.8%	+$5.54K	0.25%	56
2022 Q3	$678K	Buy	27,529 +4,753	+21%	+$120K	0.24%	45
2022 Q2	$517K	Buy	22,776 +147	+0.6%	+$3.69K	0.18%	60
2022 Q1	$631K	Buy	22,629 +1,975	+10%	+$57K	0.17%	49
2021 Q4	$564K	Buy	20,654 +6,264	+44%	+$175K	0.16%	58
2021 Q3	$422K	Buy	14,390 +2,600	+22%	+$72.3K	0.15%	80
2021 Q2	$334K	Buy	11,790 +1,894	+19%	+$53K	0.13%	99
2021 Q1	$271K	Buy	+9,896	New	+$266K	0.12%	98

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KB Financial Partners's FHB Position: Q3 2023 in Review

KB Financial Partners increased its First Hawaiian (FHB) stake by 1.1% in Q3 2023, buying an estimated $5.82K and bringing the position to 28,817 shares worth $520K. The position accounts for 0.15% of the portfolio, ranked #87.

KB Financial Partners first reported a position in FHB in Q1 2021 and has held it in 11 quarters since. The position peaked at $722K in Q4 2022. 225 funds tracked by Wall St. Rank hold FHB as of Q3 2023.

KB Financial Partners held 28,817 shares of First Hawaiian worth $520K as of Q3 2023.
KB Financial Partners bought 302 First Hawaiian shares in Q3 2023, an estimated $5.82K.
First Hawaiian made up 0.15% of KB Financial Partners's portfolio in Q3 2023, its #87 holding.
KB Financial Partners first reported a position in First Hawaiian in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's First Hawaiian position peaked at $722K in Q4 2022.
225 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.