NorthCrest Asset Manangement’s First Hawaiian FHB Stock Holding History

NorthCrest Asset Manangement’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	$578K	Buy	23,138 +5,257	+29%	+$143K	0.01%	589
2026 Q2	$537K	Buy	+17,881	New	+$486K	0.01%	543
2026 Q1	–	Sell	-8,172	Closed	-$215K	–	808
2025 Q4	$215K	Buy	+8,172	New	+$203K	﹤0.01%	769

Other funds holding FHB

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

NorthCrest Asset Manangement's FHB Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its First Hawaiian (FHB) stake by 29% in Q3 2026, buying an estimated $143K and bringing the position to 23,138 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #589.

NorthCrest Asset Manangement first reported a position in FHB in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

NorthCrest Asset Manangement held 23,138 shares of First Hawaiian worth $578K as of Q3 2026.
NorthCrest Asset Manangement bought 5,257 First Hawaiian shares in Q3 2026, an estimated $143K.
First Hawaiian made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #589 holding.
NorthCrest Asset Manangement first reported a position in First Hawaiian in Q4 2025 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.