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WealthTrak Capital Management’s First Hawaiian FHB Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-5
Closed -$125 – 376
2025
Q2 		$125 Hold
5
– – ﹤0.01% 900
2025
Q1 		$123 Hold
5
– – ﹤0.01% 917
2024
Q4 		$130 Buy
+5
New +$129 ﹤0.01% 867

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

WealthTrak Capital Management's FHB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of First Hawaiian (FHB) in Q3 2025, closing a stake of 5 shares — an estimated $125 sold.

WealthTrak Capital Management first reported a position in FHB in Q4 2024 and held it in 3 quarters. The position peaked at $130 in Q4 2024. 284 funds tracked by Wall St. Rank hold FHB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining First Hawaiian position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 First Hawaiian shares in Q3 2025, an estimated $125.
  • WealthTrak Capital Management first reported a position in First Hawaiian in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's First Hawaiian position peaked at $130 in Q4 2024.
  • 284 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.