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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
Q2 		$96.6K Buy
3,296
+92
+3% +$2.5K 0.01% 893
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 $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

Pinnacle Wealth Planning Services's FHB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Hawaiian (FHB) stake by 2.9% in Q2 2026, buying an estimated $2.5K and bringing the position to 3,296 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #893.

Pinnacle Wealth Planning Services first reported a position in FHB in Q4 2020 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,296 shares of First Hawaiian worth $96.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 92 First Hawaiian shares in Q2 2026, an estimated $2.5K.
  • First Hawaiian made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #893 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Hawaiian in Q4 2020 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.