Sequoia Financial Advisors’s First Hawaiian FHB Stock Holding History

Sequoia Financial Advisors’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	$424K	Sell	14,476 -337	-2%	-$9.17K	﹤0.01%	1444
2026 Q1	$365K	Sell	14,813 -7,031	-32%	-$181K	﹤0.01%	1444
2025 Q4	$553K	Buy	21,844 +5,567	+34%	+$138K	﹤0.01%	1224
2025 Q3	$404K	Buy	16,277 +2,733	+20%	+$69K	﹤0.01%	1234
2025 Q2	$338K	Buy	+13,544	New	+$317K	﹤0.01%	1209
2024 Q1	–	Sell	-17,281	Closed	-$395K	–	1214
2023 Q4	$395K	Buy	+17,281	New	+$338K	﹤0.01%	820

Other funds holding FHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sequoia Financial Advisors's FHB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its First Hawaiian (FHB) stake by 2.3% in Q2 2026, selling an estimated $9.17K and leaving 14,476 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Sequoia Financial Advisors first reported a position in FHB in Q4 2023 and has held it in 6 quarters since. The position peaked at $553K in Q4 2025. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

Sequoia Financial Advisors held 14,476 shares of First Hawaiian worth $424K as of Q2 2026.
Sequoia Financial Advisors sold 337 First Hawaiian shares in Q2 2026, an estimated $9.17K.
First Hawaiian made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1444 holding.
Sequoia Financial Advisors first reported a position in First Hawaiian in Q4 2023 and has held it in 6 quarters since.
Sequoia Financial Advisors's First Hawaiian position peaked at $553K in Q4 2025.
369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.