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Navigoe Wealth Management’s First Hawaiian FHB Stock Holding History

Navigoe 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
2026
Q2 		$2K Buy
93
+12
+15% +$326 ﹤0.01% 210
2026
Q1 		$1K Hold
81
– – ﹤0.01% 191
2025
Q4 		$2K Hold
81
– – ﹤0.01% 200
2025
Q3 		$2K Buy
+81
New +$2.05K ﹤0.01% 198

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

Navigoe Wealth Management's FHB Position: Q2 2026 in Review

Navigoe Wealth Management increased its First Hawaiian (FHB) stake by 15% in Q2 2026, buying an estimated $326 and bringing the position to 93 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Navigoe Wealth Management first reported a position in FHB in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Navigoe Wealth Management held 93 shares of First Hawaiian worth $2K as of Q2 2026.
  • Navigoe Wealth Management bought 12 First Hawaiian shares in Q2 2026, an estimated $326.
  • First Hawaiian made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Navigoe Wealth Management first reported a position in First Hawaiian in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.