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Rothschild Investment LLC’s First Hawaiian FHB Stock Holding History

Rothschild Investment LLC’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 		$576K Buy
19,662
+13,786
+235% +$375K 0.02% 554
2026
Q1 		$145K Sell
5,876
-862
-13% -$22.2K 0.01% 772
2025
Q4 		$170K Buy
6,738
+3,200
+90% +$79.6K 0.01% 672
2025
Q3 		$87.8K Buy
+3,538
New +$89.3K 0.01% 831

Other funds holding FHB

RP
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's FHB Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Hawaiian (FHB) stake by 235% in Q2 2026, buying an estimated $375K and bringing the position to 19,662 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #554.

Rothschild Investment LLC first reported a position in FHB in Q3 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Rothschild Investment LLC held 19,662 shares of First Hawaiian worth $576K as of Q2 2026.
  • Rothschild Investment LLC bought 13,786 First Hawaiian shares in Q2 2026, an estimated $375K.
  • First Hawaiian made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #554 holding.
  • Rothschild Investment LLC first reported a position in First Hawaiian in Q3 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.