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Twin Peaks Wealth Advisors’s First Hawaiian FHB Stock Holding History

Twin Peaks Wealth 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 		– Sell
-290
Closed -$7.15K – 918
2026
Q1 		$7.15K Buy
+290
New +$7.46K ﹤0.01% 1232
2025
Q3 		– Sell
-230
Closed -$5.65K – 841
2025
Q2 		$5.65K Buy
+230
New +$5.39K ﹤0.01% 1255

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

Twin Peaks Wealth Advisors's FHB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Hawaiian (FHB) in Q2 2026, closing a stake of 290 shares — an estimated $7.15K sold.

Twin Peaks Wealth Advisors first reported a position in FHB in Q2 2025 and held it in 2 quarters. The position peaked at $7.15K in Q1 2026. 369 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Hawaiian position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 290 First Hawaiian shares in Q2 2026, an estimated $7.15K.
  • Twin Peaks Wealth Advisors first reported a position in First Hawaiian in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Hawaiian position peaked at $7.15K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.