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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
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

BlackRock
BlackRock New York $5.72T 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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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

Root Financial Partners's FHB Position: Q1 2026 in Review

Root Financial Partners increased its First Hawaiian (FHB) stake by 103% in Q1 2026, buying an estimated $11.9K and bringing the position to 915 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Root Financial Partners first reported a position in FHB in Q3 2025 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

  • Root Financial Partners held 915 shares of First Hawaiian worth $22.5K as of Q1 2026.
  • Root Financial Partners bought 464 First Hawaiian shares in Q1 2026, an estimated $11.9K.
  • First Hawaiian made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1249 holding.
  • Root Financial Partners first reported a position in First Hawaiian in Q3 2025 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.