NW
FHB icon

NewEdge Wealth’s First Hawaiian FHB Stock Holding History

NewEdge Wealth’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 		$2.44M Buy
83,192
+2,826
+4% +$76.9K 0.02% 406
2026
Q1 		$1.98M Sell
80,366
-9,744
-11% -$251K 0.02% 426
2025
Q4 		$2.28M Sell
90,110
-4,545
-5% -$113K 0.03% 419
2025
Q3 		$2.34M Buy
94,655
+331
+0.4% +$8.36K 0.03% 359
2025
Q2 		$2.23M Sell
94,324
-1,641
-2% -$38.5K 0.04% 357
2025
Q1 		$2.35M Sell
95,965
-4,336
-4% -$113K 0.04% 321
2024
Q4 		$2.6M Sell
100,301
-17,862
-15% -$459K 0.05% 301
2024
Q3 		$2.74M Buy
118,163
+17,680
+18% +$413K 0.05% 303
2024
Q2 		$2.09M Sell
100,483
-1,053
-1% -$22.1K 0.05% 318
2024
Q1 		$2.2M Buy
101,536
+13,563
+15% +$291K 0.05% 313
2023
Q4 		$2.01M Sell
87,973
-15,642
-15% -$306K 0.05% 298
2023
Q3 		$1.87M Sell
103,615
-666
-0.6% -$12.8K 0.06% 270
2023
Q2 		$1.88M Sell
104,281
-590
-0.6% -$10.8K 0.06% 261
2023
Q1 		$2.16M Sell
104,871
-11,124
-10% -$280K 0.08% 211
2022
Q4 		$3.02M Buy
115,995
+1,959
+2% +$50.3K 0.13% 151
2022
Q3 		$2.81M Buy
114,036
+8,104
+8% +$204K 0.13% 147
2022
Q2 		$2.41M Buy
105,932
+30,505
+40% +$765K 0.11% 167
2022
Q1 		$2.1M Buy
75,427
+427
+0.6% +$12.3K 0.09% 152
2021
Q4 		$2.05M Buy
75,000
+520
+0.7% +$14.5K 0.09% 168
2021
Q3 		$2.19M Buy
74,480
+1,003
+1% +$27.9K 0.13% 120
2021
Q2 		$2.08M Buy
73,477
+5,198
+8% +$146K 0.16% 121
2021
Q1 		$1.87M Buy
68,279
+26,334
+63% +$707K 0.19% 111
2020
Q4 		$989K Buy
+41,945
New +$839K 0.3% 84

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

NewEdge Wealth's FHB Position: Q2 2026 in Review

NewEdge Wealth increased its First Hawaiian (FHB) stake by 3.5% in Q2 2026, buying an estimated $76.9K and bringing the position to 83,192 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #406.

NewEdge Wealth first reported a position in FHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q4 2022. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • NewEdge Wealth held 83,192 shares of First Hawaiian worth $2.44M as of Q2 2026.
  • NewEdge Wealth bought 2,826 First Hawaiian shares in Q2 2026, an estimated $76.9K.
  • First Hawaiian made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #406 holding.
  • NewEdge Wealth first reported a position in First Hawaiian in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's First Hawaiian position peaked at $3.02M in Q4 2022.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.