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Pinnacle Wealth Planning Services’s First Hawaiian FHB Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$78.9K Buy
3,204
+160
+5% +$4.12K 0.01% 936
2025
Q4 		$77K Buy
+3,044
New +$75.7K 0.01% 934
2021
Q1 		– Sell
-530
Closed -$12K – 913
2020
Q4 		$12K Buy
+530
New +$10.6K ﹤0.01% 1331

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's FHB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its First Hawaiian (FHB) stake by 5.3% in Q1 2026, buying an estimated $4.12K and bringing the position to 3,204 shares worth $78.9K. The position accounts for 0.01% of the portfolio, ranked #936.

Pinnacle Wealth Planning Services first reported a position in FHB in Q4 2020 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,204 shares of First Hawaiian worth $78.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 160 First Hawaiian shares in Q1 2026, an estimated $4.12K.
  • First Hawaiian made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #936 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Hawaiian in Q4 2020 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.