Position in FHB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$425,089
-$14,093 QoQ
Shares Held
17,252
-0.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. FHB ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
This page
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in FHB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,089 | 17,252 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $439,182 | 17,359 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $567,142 | 22,841 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $578,073 | 23,160 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $499,895 | 20,454 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $326,373 | 12,577 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $303,473 | 13,109 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $349,183 | 16,820 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $398,112 | 18,129 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $416,714 | 18,229 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $190,725 | 10,590 | Shares | Sole | 2023-07-27 | |
| 2022-12-31 | $228,995 | 8,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $216,078 | 8,773 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $203,277 | 8,951 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $229,506 | 8,229 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $227,549 | 8,326 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $257,340 | 8,768 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $237,942 | 8,396 | Shares | Sole | 2021-08-06 | |
| 2020-09-30 | $214,199 | 14,803 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||