True Wealth Design’s First Hawaiian FHB Stock Holding History

True Wealth Design’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 Q3	$43.4K	Sell	1,764 -256	-13%	-$6.96K	0.01%	559
2026 Q2	$59.2K	Buy	2,020 +938	+87%	+$25.5K	0.01%	426
2026 Q1	$26.7K	Buy	1,082 +433	+67%	+$11.1K	0.01%	603
2025 Q4	$16.4K	Buy	649 +154	+31%	+$3.83K	﹤0.01%	672
2025 Q3	$12.3K	Buy	495 +371	+299%	+$9.37K	﹤0.01%	760
2025 Q2	$3.1K	Sell	124 -50	-29%	-$1.17K	﹤0.01%	996
2025 Q1	$4.25K	Buy	+174	New	+$4.53K	﹤0.01%	737

Other funds holding FHB

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's FHB Position: Q3 2026 in Review

True Wealth Design reduced its First Hawaiian (FHB) stake by 13% in Q3 2026, selling an estimated $6.96K and leaving 1,764 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #559.

True Wealth Design first reported a position in FHB in Q1 2025 and has held it in 7 quarters since. The position peaked at $59.2K in Q2 2026. 22 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

True Wealth Design held 1,764 shares of First Hawaiian worth $43.4K as of Q3 2026.
True Wealth Design sold 256 First Hawaiian shares in Q3 2026, an estimated $6.96K.
First Hawaiian made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #559 holding.
True Wealth Design first reported a position in First Hawaiian in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's First Hawaiian position peaked at $59.2K in Q2 2026.
22 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.