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 $5.7T 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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