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Whipplewood Advisors’s First Hawaiian FHB Stock Holding History

Whipplewood 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 		$1.08K Hold
37
– – ﹤0.01% 536
2026
Q1 		$912 Buy
+37
New +$952 ﹤0.01% 907
2025
Q3 		– Sell
-37
Closed -$924 – 615
2025
Q2 		$924 Sell
37
-253
-87% -$5.93K ﹤0.01% 1030
2025
Q1 		$904 Buy
290
+253
+684% +$6.59K ﹤0.01% 1041
2024
Q4 		$960 Buy
+37
New +$951 ﹤0.01% 1028

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's FHB Position: Q2 2026 in Review

Whipplewood Advisors held its First Hawaiian (FHB) position steady in Q2 2026 at 37 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Whipplewood Advisors first reported a position in FHB in Q4 2024 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold FHB as of Q2 2026.

  • Whipplewood Advisors held 37 shares of First Hawaiian worth $1.08K as of Q2 2026.
  • Whipplewood Advisors left its First Hawaiian share count unchanged in Q2 2026.
  • First Hawaiian made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #536 holding.
  • Whipplewood Advisors first reported a position in First Hawaiian in Q4 2024 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.