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Steward Partners Investment Advisory’s First Hawaiian FHB Stock Holding History

Steward Partners Investment Advisory’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 		$283K Sell
9,664
-317
-3% -$8.63K ﹤0.01% 2035
2026
Q1 		$246K Buy
9,981
+456
+5% +$11.7K ﹤0.01% 1913
2025
Q4 		$241K Sell
9,525
-1,278
-12% -$31.8K ﹤0.01% 1832
2025
Q3 		$268K Sell
10,803
-2,340
-18% -$59.1K ﹤0.01% 1708
2025
Q2 		$328K Sell
13,143
-3,535
-21% -$82.9K ﹤0.01% 1513
2025
Q1 		$408K Buy
16,678
+3,148
+23% +$82K ﹤0.01% 1303
2024
Q4 		$351K Buy
13,530
+6,366
+89% +$164K ﹤0.01% 1325
2024
Q3 		$166K Buy
7,164
+403
+6% +$9.42K ﹤0.01% 1621
2024
Q2 		$140K Buy
6,761
+79
+1% +$1.66K ﹤0.01% 1622
2024
Q1 		$147K Sell
6,682
-1,434
-18% -$30.8K ﹤0.01% 1572
2023
Q4 		$186K Buy
8,116
+2,600
+47% +$50.8K ﹤0.01% 1406
2023
Q3 		$99.6K Sell
5,516
-2,432
-31% -$46.9K ﹤0.01% 1569
2023
Q2 		$143K Sell
7,948
-1,231
-13% -$22.6K ﹤0.01% 1418
2023
Q1 		$189K Buy
9,179
+2,437
+36% +$61.4K ﹤0.01% 1315
2022
Q4 		$176K Buy
6,742
+2,462
+58% +$63.2K ﹤0.01% 1295
2022
Q3 		$105K Sell
4,280
-128
-3% -$3.22K ﹤0.01% 1474
2022
Q2 		$100K Hold
4,408
– – ﹤0.01% 1489
2022
Q1 		$123K Buy
4,408
+522
+13% +$15.1K ﹤0.01% 1518
2021
Q4 		$106K Buy
3,886
+498
+15% +$13.9K ﹤0.01% 1577
2021
Q3 		$99K Hold
3,388
– – ﹤0.01% 1554
2021
Q2 		$96K Sell
3,388
-424
-11% -$11.9K ﹤0.01% 2345
2021
Q1 		$104K Hold
3,812
– – ﹤0.01% 1604
2020
Q4 		$90K Hold
3,812
– – ﹤0.01% 1408
2020
Q3 		$55K Buy
3,812
+2,386
+167% +$39.2K ﹤0.01% 1460
2020
Q2 		$25K Hold
1,426
– – ﹤0.01% 1692
2020
Q1 		$23K Buy
1,426
+1,001
+236% +$25.3K ﹤0.01% 1553
2019
Q4 		$12K Buy
+425
New +$11.9K ﹤0.01% 1942

Other funds holding FHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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

Steward Partners Investment Advisory's FHB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Hawaiian (FHB) stake by 3.2% in Q2 2026, selling an estimated $8.63K and leaving 9,664 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Steward Partners Investment Advisory first reported a position in FHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $408K in Q1 2025. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Steward Partners Investment Advisory held 9,664 shares of First Hawaiian worth $283K as of Q2 2026.
  • Steward Partners Investment Advisory sold 317 First Hawaiian shares in Q2 2026, an estimated $8.63K.
  • First Hawaiian made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2035 holding.
  • Steward Partners Investment Advisory first reported a position in First Hawaiian in Q4 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's First Hawaiian position peaked at $408K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.