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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
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 		$9.61K Buy
+387
New +$9.77K ﹤0.01% 1466

Other funds holding FHB

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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

Root Financial Partners's FHB Position: Q2 2026 in Review

Root Financial Partners sold out of First Hawaiian (FHB) in Q2 2026, closing a stake of 915 shares — an estimated $22.5K sold.

Root Financial Partners first reported a position in FHB in Q3 2025 and held it in 3 quarters. The position peaked at $22.5K in Q1 2026. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Root Financial Partners reported no remaining First Hawaiian position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 915 First Hawaiian shares in Q2 2026, an estimated $22.5K.
  • Root Financial Partners first reported a position in First Hawaiian in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Hawaiian position peaked at $22.5K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.