Physician Wealth Advisors’s First Hawaiian FHB Stock Holding History

Physician Wealth Advisors’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	$6.56K	Sell	224 -23	-9%	-$626	﹤0.01%	996
2026 Q1	$6.09K	Buy	247 +202	+449%	+$5.2K	﹤0.01%	945
2025 Q4	$1.14K	Sell	45 -25	-36%	-$622	﹤0.01%	1536
2025 Q3	$1.74K	Buy	70 +52	+289%	+$1.31K	﹤0.01%	1290
2025 Q2	$450	Buy	+18	New	+$422	﹤0.01%	1740

Other funds holding FHB

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's FHB Position: Q2 2026 in Review

Physician Wealth Advisors reduced its First Hawaiian (FHB) stake by 9.3% in Q2 2026, selling an estimated $626 and leaving 224 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Physician Wealth Advisors first reported a position in FHB in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

Physician Wealth Advisors held 224 shares of First Hawaiian worth $6.56K as of Q2 2026.
Physician Wealth Advisors sold 23 First Hawaiian shares in Q2 2026, an estimated $626.
First Hawaiian made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #996 holding.
Physician Wealth Advisors first reported a position in First Hawaiian in Q2 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.