LI
FHB icon

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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return