Private Wealth Management Group’s First Hawaiian FHB Stock Holding History

Private Wealth Management Group’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	–	Sell	-51	Closed	-$1.29K	–	1484
2025 Q4	$1.29K	Hold	51	–	–	﹤0.01%	1200
2025 Q3	$1.27K	Hold	51	–	–	﹤0.01%	1227
2025 Q2	$1.27K	Hold	51	–	–	﹤0.01%	1204
2025 Q1	$1.25K	Hold	51	–	–	﹤0.01%	1207
2024 Q4	$1.32K	Hold	51	–	–	﹤0.01%	1221
2024 Q3	$1.18K	Hold	51	–	–	﹤0.01%	1230
2024 Q2	$1.06K	Hold	51	–	–	﹤0.01%	1264
2024 Q1	$1.12K	Hold	51	–	–	﹤0.01%	1216
2023 Q4	$1.17K	Buy	+51	New	+$996	﹤0.01%	1205

Other funds holding FHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Wealth Management Group's FHB Position: Q1 2026 in Review

Private Wealth Management Group sold out of First Hawaiian (FHB) in Q1 2026, closing a stake of 51 shares — an estimated $1.29K sold.

Private Wealth Management Group first reported a position in FHB in Q4 2023 and held it in 9 quarters. The position peaked at $1.32K in Q4 2024. 335 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

Private Wealth Management Group reported no remaining First Hawaiian position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 51 First Hawaiian shares in Q1 2026, an estimated $1.29K.
Private Wealth Management Group first reported a position in First Hawaiian in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's First Hawaiian position peaked at $1.32K in Q4 2024.
335 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.