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Bank of Hawaii’s Liberty All-Star Equity Fund USA Stock Holding History

Bank of Hawaii’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,864
Closed -$145K – 259
2024
Q4 		$145K Buy
+20,864
New +$150K 0.01% 228

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of Hawaii's USA Position: Q1 2025 in Review

Bank of Hawaii sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 20,864 shares — an estimated $145K sold.

Bank of Hawaii first reported a position in USA in Q4 2024 and held it in 1 quarter. The position peaked at $145K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Bank of Hawaii reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Bank of Hawaii sold 20,864 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $145K.
  • Bank of Hawaii first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 1 quarter.
  • Bank of Hawaii's Liberty All-Star Equity Fund position peaked at $145K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Bank of Hawaii's 13F filing for Q1 2025, filed 14 May 2025.