SVB Wealth’s First Hawaiian FHB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-109	Closed	-$2.66K	–	914
2025 Q1	$2.66K	Buy	+109	New	+$2.84K	﹤0.01%	1169

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's FHB Position: Q2 2025 in Review

SVB Wealth sold out of First Hawaiian (FHB) in Q2 2025, closing a stake of 109 shares — an estimated $2.66K sold.

SVB Wealth first reported a position in FHB in Q1 2025 and held it in 1 quarter. The position peaked at $2.66K in Q1 2025. 261 funds tracked by Wall St. Rank hold FHB as of Q2 2025.

SVB Wealth reported no remaining First Hawaiian position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 109 First Hawaiian shares in Q2 2025, an estimated $2.66K.
SVB Wealth first reported a position in First Hawaiian in Q1 2025 and held it in 1 quarter.
SVB Wealth's First Hawaiian position peaked at $2.66K in Q1 2025.
261 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.