STA
FHB icon

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
Q2 		$2.64M Buy
90,193
+3,384
+4% +$92.1K 0.03% 428
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 $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

Summit Trail Advisors's FHB Position: Q2 2026 in Review

Summit Trail Advisors increased its First Hawaiian (FHB) stake by 3.9% in Q2 2026, buying an estimated $92.1K and bringing the position to 90,193 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #428.

Summit Trail Advisors first reported a position in FHB in Q4 2017 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Summit Trail Advisors held 90,193 shares of First Hawaiian worth $2.64M as of Q2 2026.
  • Summit Trail Advisors bought 3,384 First Hawaiian shares in Q2 2026, an estimated $92.1K.
  • First Hawaiian made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #428 holding.
  • Summit Trail Advisors first reported a position in First Hawaiian in Q4 2017 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.