Root Financial Partners
FHB icon

Root Financial Partners’s First Hawaiian FHB Stock Holding History

Root Financial Partners’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
Q3 		$30.6K Buy
+1,244
New +$33.8K ﹤0.01% 1331
2026
Q2 		– Sell
-915
Closed -$22.5K – 1364
2026
Q1 		$22.5K Buy
915
+464
+103% +$11.9K ﹤0.01% 1249
2025
Q4 		$11.4K Buy
451
+64
+17% +$1.59K ﹤0.01% 1443
2025
Q3 		$9.6K Buy
+387
New +$9.8K ﹤0.01% 1466

Other funds holding FHB

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Root Financial Partners's FHB Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Hawaiian (FHB) in Q3 2026: 1,244 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FHB as recently as Q1 2026.

Root Financial Partners first reported a position in FHB in Q3 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

  • Root Financial Partners held 1,244 shares of First Hawaiian worth $30.6K as of Q3 2026.
  • First Hawaiian was a new Root Financial Partners position in Q3 2026.
  • First Hawaiian made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1331 holding.
  • Root Financial Partners first reported a position in First Hawaiian in Q3 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.