Wealth Enhancement Advisory Services’s First Hawaiian FHB Stock Holding History

Wealth Enhancement Advisory Services’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	$2.7M	Buy	131,457 +14,853	+13%	+$404K	﹤0.01%	1478
2026 Q2	$2.98M	Buy	116,604 +68,816	+144%	+$1.87M	0.01%	1326
2026 Q1	$1.2M	Buy	47,788 +5,838	+14%	+$150K	﹤0.01%	1686
2025 Q4	$1.11M	Buy	41,950 +10,938	+35%	+$272K	﹤0.01%	1886
2025 Q3	$767K	Buy	31,012 +17,172	+124%	+$434K	﹤0.01%	2038
2025 Q2	$366K	Buy	13,840 +976	+8%	+$22.9K	﹤0.01%	2463
2025 Q1	$314K	Buy	12,864 +2,617	+26%	+$68.1K	﹤0.01%	2413
2024 Q4	$266K	Buy	10,247 +18	+0.2%	+$463	﹤0.01%	2475
2024 Q3	$237K	Buy	10,229 +488	+5%	+$11.4K	﹤0.01%	2339
2024 Q2	$202K	Buy	+9,741	New	+$205K	﹤0.01%	2293

Other funds holding FHB

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's FHB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Hawaiian (FHB) stake by 13% in Q3 2026, buying an estimated $404K and bringing the position to 131,457 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Wealth Enhancement Advisory Services first reported a position in FHB in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.98M in Q2 2026. 15 funds tracked by Wall St. Rank hold FHB as of Q3 2026.

Wealth Enhancement Advisory Services held 131,457 shares of First Hawaiian worth $2.7M as of Q3 2026.
Wealth Enhancement Advisory Services bought 14,853 First Hawaiian shares in Q3 2026, an estimated $404K.
First Hawaiian made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1478 holding.
Wealth Enhancement Advisory Services first reported a position in First Hawaiian in Q2 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's First Hawaiian position peaked at $2.98M in Q2 2026.
15 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.