Merit Financial Group
FHB icon

Merit Financial Group’s First Hawaiian FHB Stock Holding History

Merit Financial Group’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
Q3 		$338K Sell
13,744
-6,122
-31% -$166K ﹤0.01% 1825
2026
Q2 		$582K Buy
19,866
+6,229
+46% +$169K ﹤0.01% 1411
2026
Q1 		$336K Buy
13,637
+1,215
+10% +$31.3K ﹤0.01% 1588
2025
Q4 		$314K Buy
12,422
+3,950
+47% +$98.2K ﹤0.01% 1542
2025
Q3 		$210K Buy
+8,472
New +$214K ﹤0.01% 1651

Other funds holding FHB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Merit Financial Group's FHB Position: Q3 2026 in Review

Merit Financial Group reduced its First Hawaiian (FHB) stake by 31% in Q3 2026, selling an estimated $166K and leaving 13,744 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Merit Financial Group first reported a position in FHB in Q3 2025 and has held it in 5 quarters since. The position peaked at $582K in Q2 2026. 165 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Merit Financial Group held 13,744 shares of First Hawaiian worth $338K as of Q3 2026.
  • Merit Financial Group sold 6,122 First Hawaiian shares in Q3 2026, an estimated $166K.
  • First Hawaiian made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1825 holding.
  • Merit Financial Group first reported a position in First Hawaiian in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's First Hawaiian position peaked at $582K in Q2 2026.
  • 165 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.