Position in FHB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,437,525
+$457,307 QoQ
Shares Held
83,192
+3.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 369 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $126,755,942 across 30 Banks - Regional names. FHB ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
1,367,213 | $77,069,796 | |
| 2 | NWG |
NatWest Group plc
|
435,673 | $7,680,914 | |
| 3 | KB |
KB Financial Group Inc.
|
73,162 | $7,679,083 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
29,669 | $7,305,101 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
109,575 | $6,930,618 | |
| 6 | LYG |
Lloyds Banking Group plc
|
423,223 | $2,467,390 | |
| 7 | FHB |
First Hawaiian, Inc.
This page
|
83,192 | $2,437,525 | |
| 8 | USB |
US Bancorp De
|
31,931 | $1,928,632 |
All Filings in FHB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437,525 | 83,192 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,980,218 | 80,366 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,279,783 | 90,110 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,350,283 | 94,655 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,354,327 | 94,324 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,345,384 | 95,965 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,602,810 | 100,301 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,735,473 | 118,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,086,027 | 100,483 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,229,730 | 101,536 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,011,062 | 87,973 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,870,250 | 103,615 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,878,100 | 104,281 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,163,488 | 104,871 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,020,509 | 115,995 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,808,706 | 114,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,405,715 | 105,932 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,103,659 | 75,427 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,049,750 | 75,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,185,988 | 74,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,082,338 | 73,477 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,868,796 | 68,279 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $989,063 | 41,945 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||