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Wealthspire Advisors (New York)’s First Hawaiian FHB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-395
Closed -$9.81K – 1666
2025
Q3 		$9.81K Buy
+395
New +$9.97K ﹤0.01% 2025

Other funds holding FHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s FHB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Hawaiian (FHB) in Q4 2025, closing a stake of 395 shares — an estimated $9.81K sold.

Wealthspire Advisors (New York) first reported a position in FHB in Q3 2025 and held it in 1 quarter. The position peaked at $9.81K in Q3 2025. 319 funds tracked by Wall St. Rank hold FHB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Hawaiian position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 395 First Hawaiian shares in Q4 2025, an estimated $9.81K.
  • Wealthspire Advisors (New York) first reported a position in First Hawaiian in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Hawaiian position peaked at $9.81K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.