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Arete Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-3,877
Closed -$254K – 405
2025
Q3 		$254K Sell
3,877
-14
-0.4% -$933 0.02% 651
2025
Q2 		$263K Hold
3,891
– – 0.02% 603
2025
Q1 		$268K Hold
3,891
– – 0.02% 576
2024
Q4 		$277K Buy
+3,891
New +$281K 0.02% 583

Other funds holding BOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Arete Wealth Advisors's BOH Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Bank of Hawaii (BOH) in Q4 2025, closing a stake of 3,877 shares — an estimated $254K sold.

Arete Wealth Advisors first reported a position in BOH in Q4 2024 and held it in 4 quarters. The position peaked at $277K in Q4 2024. 317 funds tracked by Wall St. Rank hold BOH as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Bank of Hawaii position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,877 Bank of Hawaii shares in Q4 2025, an estimated $254K.
  • Arete Wealth Advisors first reported a position in Bank of Hawaii in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Bank of Hawaii position peaked at $277K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.