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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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kolinsky Wealth Management's FHB Position: Q4 2024 in Review

Kolinsky Wealth Management held its First Hawaiian (FHB) position steady in Q4 2024 at 12,203 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #110.

Kolinsky Wealth Management first reported a position in FHB in Q4 2021 and has held it in 13 quarters since. The position peaked at $348K in Q4 2021. 247 funds tracked by Wall St. Rank hold FHB as of Q4 2024.

  • Kolinsky Wealth Management held 12,203 shares of First Hawaiian worth $317K as of Q4 2024.
  • Kolinsky Wealth Management left its First Hawaiian share count unchanged in Q4 2024.
  • First Hawaiian made up 0.19% of Kolinsky Wealth Management's portfolio in Q4 2024, its #110 holding.
  • Kolinsky Wealth Management first reported a position in First Hawaiian in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's First Hawaiian position peaked at $348K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.