KWM
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Kolinsky Wealth Management’s First Hawaiian FHB Stock Holding History

Kolinsky 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
2024
Q4 		$317K Hold
12,203
– – 0.19% 110
2024
Q3 		$282K Buy
12,203
+28
+0.2% +$655 0.18% 124
2024
Q2 		$253K Buy
12,175
+12
+0.1% +$252 0.18% 120
2024
Q1 		$267K Buy
12,163
+7
+0.1% +$150 0.2% 110
2023
Q4 		$278K Sell
12,156
-43
-0.4% -$840 0.24% 103
2023
Q3 		$220K Buy
12,199
+134
+1% +$2.58K 0.22% 115
2023
Q2 		$218K Buy
12,065
+777
+7% +$14.3K 0.21% 119
2023
Q1 		$233K Buy
11,288
+32
+0.3% +$806 0.25% 108
2022
Q4 		$293K Buy
11,256
+126
+1% +$3.23K 0.33% 77
2022
Q3 		$274K Buy
11,130
+47
+0.4% +$1.18K 0.34% 77
2022
Q2 		$252K Hold
11,083
– – 0.3% 88
2022
Q1 		$309K Sell
11,083
-1,657
-13% -$47.8K 0.3% 76
2021
Q4 		$348K Buy
+12,740
New +$356K 0.32% 79

Other funds holding FHB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return