AssetMark Inc’s Bank of Hawaii BOH Stock Holding History

AssetMark Inc’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 Q3	$37.8K	Buy	548 +396	+261%	+$31K	﹤0.01%	1989
2026 Q2	$12.4K	Sell	152 -141	-48%	-$11K	﹤0.01%	2375
2026 Q1	$21.8K	Hold	293	–	–	﹤0.01%	2021
2025 Q4	$20K	Buy	293 +142	+94%	+$9.36K	﹤0.01%	2004
2025 Q3	$9.9K	Buy	+151	New	+$10.1K	﹤0.01%	2117
2023 Q1	–	Sell	-1,500	Closed	-$116K	–	1597
2022 Q4	$116K	Hold	1,500	–	–	﹤0.01%	893
2022 Q3	$114K	Hold	1,500	–	–	﹤0.01%	831
2022 Q2	$112K	Hold	1,500	–	–	﹤0.01%	808
2022 Q1	$126K	Hold	1,500	–	–	﹤0.01%	770
2021 Q4	$126K	Hold	1,500	–	–	﹤0.01%	765
2021 Q3	$123K	Hold	1,500	–	–	﹤0.01%	625
2021 Q2	$126K	Hold	1,500	–	–	﹤0.01%	624
2021 Q1	$134K	Hold	1,500	–	–	﹤0.01%	596
2020 Q4	$115K	Hold	1,500	–	–	﹤0.01%	600
2020 Q3	$76K	Hold	1,500	–	–	﹤0.01%	624
2020 Q2	$92K	Buy	+1,500	New	+$92.7K	﹤0.01%	586
2018 Q4	–	Sell	-138	Closed	-$11K	–	1438
2018 Q3	$11K	Hold	138	–	–	﹤0.01%	1029
2018 Q2	$12K	Hold	138	–	–	﹤0.01%	1008
2018 Q1	$11K	Sell	138 -9	-6%	-$761	﹤0.01%	1020
2017 Q4	$13K	Buy	147 +9	+7%	+$750	﹤0.01%	1071
2017 Q3	$12K	Hold	138	–	–	﹤0.01%	1004
2017 Q2	$11K	Sell	138 -342	-71%	-$27.6K	﹤0.01%	1007
2017 Q1	$40K	Sell	480 -28	-6%	-$2.38K	﹤0.01%	699
2016 Q4	$45K	Sell	508 -206	-29%	-$16.7K	﹤0.01%	648
2016 Q3	$52K	Buy	714 +166	+30%	+$11.6K	﹤0.01%	598
2016 Q2	$38K	Buy	+548	New	+$37.7K	﹤0.01%	664

Other funds holding BOH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $1.02B AUM 15.73% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

AssetMark Inc's BOH Position: Q3 2026 in Review

AssetMark Inc increased its Bank of Hawaii (BOH) stake by 261% in Q3 2026, buying an estimated $31K and bringing the position to 548 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

AssetMark Inc first reported a position in BOH in Q2 2016 and has held it in 26 quarters since. The position peaked at $134K in Q1 2021. 143 funds tracked by Wall St. Rank hold BOH as of Q3 2026.

AssetMark Inc held 548 shares of Bank of Hawaii worth $37.8K as of Q3 2026.
AssetMark Inc bought 396 Bank of Hawaii shares in Q3 2026, an estimated $31K.
Bank of Hawaii made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1989 holding.
AssetMark Inc first reported a position in Bank of Hawaii in Q2 2016 and has held it in 26 quarters since.
AssetMark Inc's Bank of Hawaii position peaked at $134K in Q1 2021.
143 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.