FIRST HAWAIIAN BANK historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, FIRST HAWAIIAN BANK opened 82 positions, added to 339, reduced 579 and sold out of 157.
- Q2 2025: Stock JEPI; Country of operation —; Class EQUITY PREMIUM; Shares before 88,485.
- Q2 2025: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 321,154.
- Q2 2025: Stock VXF; Country of operation —; Class EXTEND MKT ETF; Shares before 89,376.
- Q2 2025: Stock VV; Country of operation —; Class LARGE CAP ETF; Shares before 59,735.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 764106), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-03); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-04); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-08); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-05); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-24); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-13); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-15); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-13); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-15); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-21); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-21); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-08); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Nexus Investment Management ULC | Canada | $0.715B | 70 |
| Legacy Financial Advisors, Inc. | United States | $0.715B | 404 |
| Compass Financial Group, INC/SD | United States | $0.715B | 105 |
| STRATEGIC PLANNING GROUP, LLC | United States | $0.715B | 72 |
| Ovata Capital Management Ltd | Hong Kong | $0.715B | 38 |
| Biltmore Family Office, LLC | United States | $0.716B | 325 |
| EagleClaw Capital Managment, LLC | United States | $0.714B | 145 |
| Glen Eagle Advisors, LLC | United States | $0.714B | 1,023 |
| Anatole Investment Management Ltd | Hong Kong | $0.716B | 15 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | Brazil | $0.714B | 16 |