FHB — FIRST HAWAIIAN INC

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FIRST HAWAIIAN INC (FHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,333 -23 -0.2% 0.00% $257K $24.32
2025 Q2 ADDED 10,356 +296 +2.9% 0.00% $258K $24.19
2025 Q1 ADDED 10,060 +856 +9.3% 0.00% $246K $23.43
2024 Q4 INITIATED 9,204 — — 0.00% $239K $24.64
% of Fund (quarterly)    FHB price (monthly, adj. close)

Other funds also holding FHB

As of 2025 Q4 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 1.96% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.86% Granite Investment Partners, LLC 3Y 7Y 0.62% Jackson Creek Investment Advisors LLC 3Y 0.53% Numerai GP LLC 3Y 0.52% SummerHaven Investment Management, LLC 3Y 0.47% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.43% HARBOR CAPITAL ADVISORS, INC. 3Y 0.31% CRAWFORD INVESTMENT COUNSEL INC 3Y 7Y 0.28% AXQ CAPITAL, LP 3Y 0.27%
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