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Steward Financial Group’s First Hawaiian FHB Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+112
New +$2.16K ﹤0.01% 972
2023
Q2 		– Sell
-54
Closed -$1K – 654
2023
Q1 		$1K Buy
54
+5
+10% +$126 ﹤0.01% 605
2022
Q4 		$1K Buy
+49
New +$1.26K ﹤0.01% 416

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's FHB Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Hawaiian (FHB) in Q3 2023: 112 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FHB as recently as Q1 2023.

Steward Financial Group first reported a position in FHB in Q4 2022 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold FHB as of Q3 2023.

  • Steward Financial Group held 112 shares of First Hawaiian worth $2K as of Q3 2023.
  • First Hawaiian was a new Steward Financial Group position in Q3 2023.
  • First Hawaiian made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #972 holding.
  • Steward Financial Group first reported a position in First Hawaiian in Q4 2022 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.