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LRI Investments’s First Hawaiian FHB Stock Holding History

LRI Investments’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 		$31.3K Buy
1,069
+132
+14% +$3.59K ﹤0.01% 647
2026
Q1 		$23.1K Sell
937
-3,498
-79% -$90K ﹤0.01% 661
2025
Q4 		$112K Sell
4,435
-204
-4% -$5.07K 0.01% 391
2025
Q3 		$115K Sell
4,639
-421
-8% -$10.6K 0.01% 392
2025
Q2 		$126K Buy
5,060
+235
+5% +$5.51K 0.01% 381
2025
Q1 		$118K Sell
4,825
-1,276
-21% -$33.2K 0.01% 379
2024
Q4 		$158K Sell
6,101
-1,489
-20% -$38.3K 0.02% 321
2024
Q3 		$207K Buy
7,590
+271
+4% +$6.34K 0.02% 271
2024
Q2 		$152K Buy
+7,319
New +$154K 0.02% 302

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

LRI Investments's FHB Position: Q2 2026 in Review

LRI Investments increased its First Hawaiian (FHB) stake by 14% in Q2 2026, buying an estimated $3.59K and bringing the position to 1,069 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

LRI Investments first reported a position in FHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $207K in Q3 2024. 371 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • LRI Investments held 1,069 shares of First Hawaiian worth $31.3K as of Q2 2026.
  • LRI Investments bought 132 First Hawaiian shares in Q2 2026, an estimated $3.59K.
  • First Hawaiian made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #647 holding.
  • LRI Investments first reported a position in First Hawaiian in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's First Hawaiian position peaked at $207K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.