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Summit Trail Advisors’s First Hawaiian FHB Stock Holding History

Summit Trail 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
Q1 		$2.14M Buy
86,809
+30,001
+53% +$772K 0.03% 476
2025
Q4 		$1.44M Sell
56,808
-1,629
-3% -$40.5K 0.02% 612
2025
Q3 		$1.45M Buy
+58,437
New +$1.48M 0.02% 617
2018
Q1 		– Sell
-221
Closed -$7K – 853
2017
Q4 		$7K Buy
+221
New +$6.47K ﹤0.01% 1317

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

Summit Trail Advisors's FHB Position: Q1 2026 in Review

Summit Trail Advisors increased its First Hawaiian (FHB) stake by 53% in Q1 2026, buying an estimated $772K and bringing the position to 86,809 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #476.

Summit Trail Advisors first reported a position in FHB in Q4 2017 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold FHB as of Q1 2026.

  • Summit Trail Advisors held 86,809 shares of First Hawaiian worth $2.14M as of Q1 2026.
  • Summit Trail Advisors bought 30,001 First Hawaiian shares in Q1 2026, an estimated $772K.
  • First Hawaiian made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #476 holding.
  • Summit Trail Advisors first reported a position in First Hawaiian in Q4 2017 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.