LPL Financial
FHB icon

LPL Financial’s First Hawaiian FHB Stock Holding History

LPL Financial’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 		$1.82M Sell
62,171
-95,682
-61% -$2.6M ﹤0.01% 3852
2026
Q1 		$3.89M Sell
157,853
-25,869
-14% -$666K ﹤0.01% 2862
2025
Q4 		$4.65M Buy
183,722
+12,871
+8% +$320K ﹤0.01% 2598
2025
Q3 		$4.24M Sell
170,851
-11,879
-7% -$300K ﹤0.01% 2619
2025
Q2 		$4.56M Sell
182,730
-17,091
-9% -$401K ﹤0.01% 2385
2025
Q1 		$4.88M Buy
199,821
+28,134
+16% +$733K ﹤0.01% 2167
2024
Q4 		$4.46M Buy
171,687
+31,904
+23% +$820K ﹤0.01% 2168
2024
Q3 		$3.24M Buy
139,783
+28,784
+26% +$673K ﹤0.01% 2307
2024
Q2 		$2.3M Buy
110,999
+38,416
+53% +$807K ﹤0.01% 2475
2024
Q1 		$1.59M Buy
72,583
+22,819
+46% +$490K ﹤0.01% 2744
2023
Q4 		$1.14M Buy
49,764
+18,268
+58% +$357K ﹤0.01% 2930
2023
Q3 		$568K Buy
31,496
+7,972
+34% +$154K ﹤0.01% 3381
2023
Q2 		$424K Buy
23,524
+8,083
+52% +$148K ﹤0.01% 3574
2023
Q1 		$319K Sell
15,441
-316
-2% -$7.96K ﹤0.01% 3689
2022
Q4 		$410K Buy
15,757
+3,799
+32% +$97.5K ﹤0.01% 3429
2022
Q3 		$295K Buy
11,958
+1,575
+15% +$39.7K ﹤0.01% 3607
2022
Q2 		$236K Sell
10,383
-1,240
-11% -$31.1K ﹤0.01% 3821
2022
Q1 		$324K Buy
11,623
+531
+5% +$15.3K ﹤0.01% 3523
2021
Q4 		$303K Buy
11,092
+2,119
+24% +$59.1K ﹤0.01% 3674
2021
Q3 		$263K Buy
8,973
+234
+3% +$6.51K ﹤0.01% 3754
2021
Q2 		$248K Buy
8,739
+191
+2% +$5.35K ﹤0.01% 3742
2021
Q1 		$234K Sell
8,548
-395
-4% -$10.6K ﹤0.01% 3650
2020
Q4 		$211K Buy
+8,943
New +$179K ﹤0.01% 3479

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

LPL Financial's FHB Position: Q2 2026 in Review

LPL Financial reduced its First Hawaiian (FHB) stake by 61% in Q2 2026, selling an estimated $2.6M and leaving 62,171 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

LPL Financial first reported a position in FHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.88M in Q1 2025. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • LPL Financial held 62,171 shares of First Hawaiian worth $1.82M as of Q2 2026.
  • LPL Financial sold 95,682 First Hawaiian shares in Q2 2026, an estimated $2.6M.
  • First Hawaiian made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3852 holding.
  • LPL Financial first reported a position in First Hawaiian in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's First Hawaiian position peaked at $4.88M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.