Position in FHB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,304
+$70,558 QoQ
Shares Held
20,693
-4.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#179
of 367 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHB Over Time
Shares Held
Position Value (USD)
Derivatives in FHB
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$402,745
PutShares
18,340
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $2,344,174 across 6 Banks - Regional names. FHB ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHB |
First Hawaiian, Inc.
This page
|
20,693 | $606,304 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,854 | $456,491 | |
| 3 | BANF |
Bancfirst Corp /Ok/
|
4,035 | $448,408 | |
| 4 | PNBK |
Patriot National Bancorp Inc
|
427,980 | $410,860 | |
| 5 | TFC |
Truist Financial Corp
|
5,974 | $297,624 | |
| 6 | LYG |
Lloyds Banking Group plc
|
21,353 | $124,487 |
All Filings in FHB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,304 | 20,693 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $535,746 | 21,743 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $550,097 | 21,743 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $409,322 | 16,485 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $411,465 | 16,485 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $363,936 | 14,891 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $386,421 | 14,891 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $344,726 | 14,891 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $309,137 | 14,891 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $402,745 | 18,340 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $446,181 | 19,518 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $359,736 | 19,930 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $358,939 | 19,930 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $411,155 | 19,930 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $518,977 | 19,930 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $499,151 | 20,266 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $460,240 | 20,266 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $210,179 | 7,536 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $205,958 | 7,536 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $636,542 | 21,688 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $614,637 | 21,688 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $586,374 | 21,424 | Shares | Other | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||