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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
2026
Q1 		– Sell
-3,877
Closed -$265K – 372
2025
Q4 		$265K Hold
3,877
– – 0.02% 633
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's BOH Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2026, closing a stake of 3,877 shares — an estimated $265K sold.

Arete Wealth Advisors first reported a position in BOH in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 334 funds tracked by Wall St. Rank hold BOH as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,877 Bank of Hawaii shares in Q1 2026, an estimated $265K.
  • Arete Wealth Advisors first reported a position in Bank of Hawaii in Q4 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Bank of Hawaii position peaked at $277K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.