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AE Wealth Management’s Bank of Hawaii BOH Stock Holding History

AE Wealth Management’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Sell
3,435
-23
-0.7% -$1.8K ﹤0.01% 1527
2026
Q1 		$257K Buy
3,458
+80
+2% +$5.95K ﹤0.01% 1475
2025
Q4 		$231K Buy
+3,378
New +$223K ﹤0.01% 1448
2024
Q1 		– Sell
-4,651
Closed -$301K – 1244
2023
Q4 		$301K Buy
4,651
+130
+3% +$7.46K ﹤0.01% 1696
2023
Q3 		$225K Buy
+4,521
New +$232K ﹤0.01% 1740
2023
Q2 		– Sell
-4,291
Closed -$223K – 1910
2023
Q1 		$223K Buy
4,291
+1,258
+41% +$88.3K ﹤0.01% 1683
2022
Q4 		$235K Buy
3,033
+16
+0.5% +$1.24K ﹤0.01% 1608
2022
Q3 		$230K Buy
3,017
+16
+0.5% +$1.26K ﹤0.01% 1564
2022
Q2 		$223K Sell
3,001
-39
-1% -$3K ﹤0.01% 1557
2022
Q1 		$255K Sell
3,040
-129
-4% -$11.1K ﹤0.01% 1492
2021
Q4 		$265K Sell
3,169
-116
-4% -$9.77K ﹤0.01% 1494
2021
Q3 		$270K Buy
3,285
+191
+6% +$15.8K ﹤0.01% 1404
2021
Q2 		$261K Buy
3,094
+13
+0.4% +$1.17K ﹤0.01% 1402
2021
Q1 		$276K Sell
3,081
-621
-17% -$54K ﹤0.01% 1287
2020
Q4 		$284K Sell
3,702
-1,032
-22% -$70.6K ﹤0.01% 1161
2020
Q3 		$239K Buy
4,734
+1,298
+38% +$72.5K ﹤0.01% 1118
2020
Q2 		$211K Buy
+3,436
New +$212K ﹤0.01% 1137

Other funds holding BOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's BOH Position: Q2 2026 in Review

AE Wealth Management reduced its Bank of Hawaii (BOH) stake by 0.67% in Q2 2026, selling an estimated $1.8K and leaving 3,435 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

AE Wealth Management first reported a position in BOH in Q2 2020 and has held it in 17 quarters since. The position peaked at $301K in Q4 2023. 346 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

  • AE Wealth Management held 3,435 shares of Bank of Hawaii worth $280K as of Q2 2026.
  • AE Wealth Management sold 23 Bank of Hawaii shares in Q2 2026, an estimated $1.8K.
  • Bank of Hawaii made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1527 holding.
  • AE Wealth Management first reported a position in Bank of Hawaii in Q2 2020 and has held it in 17 quarters since.
  • AE Wealth Management's Bank of Hawaii position peaked at $301K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.