Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bank of Hawaii BOH Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.3M Buy
17,529
+2,585
+17% +$192K ﹤0.01% 1397
2025
Q4 		$1.02M Buy
14,944
+8,022
+116% +$529K ﹤0.01% 1486
2025
Q3 		$454K Buy
6,922
+4,811
+228% +$321K ﹤0.01% 1855
2025
Q2 		$143K Buy
2,111
+468
+28% +$31.1K ﹤0.01% 2431
2025
Q1 		$113K Buy
1,643
+397
+32% +$28.2K ﹤0.01% 2334
2024
Q4 		$89K Buy
1,246
+14
+1% +$1.01K ﹤0.01% 2360
2024
Q3 		$77K Sell
1,232
-83
-6% -$5.34K ﹤0.01% 2358
2024
Q2 		$75K Buy
1,315
+58
+5% +$3.37K ﹤0.01% 2179
2024
Q1 		$78K Sell
1,257
-24
-2% -$1.52K ﹤0.01% 2020
2023
Q4 		$93K Buy
1,281
+30
+2% +$1.72K ﹤0.01% 1810
2023
Q3 		$62K Sell
1,251
-21
-2% -$1.08K ﹤0.01% 1935
2023
Q2 		$52K Buy
1,272
+677
+114% +$30K ﹤0.01% 1954
2023
Q1 		$31K Buy
595
+146
+33% +$10.3K ﹤0.01% 2200
2022
Q4 		$35K Buy
449
+24
+6% +$1.86K ﹤0.01% 1971
2022
Q3 		$32K Sell
425
-109
-20% -$8.57K ﹤0.01% 1904
2022
Q2 		$40K Buy
534
+71
+15% +$5.47K ﹤0.01% 1721
2022
Q1 		$39K Buy
463
+27
+6% +$2.33K ﹤0.01% 1712
2021
Q4 		$37K Buy
+436
New +$36.7K ﹤0.01% 1693
2021
Q2 		$38K Hold
449
– – ﹤0.01% 1509
2021
Q1 		$38K Hold
449
– – ﹤0.01% 1509
2020
Q4 		$38K Hold
449
– – ﹤0.01% 1509
2020
Q3 		$38K Hold
449
– – ﹤0.01% 1509
2020
Q2 		$38K Hold
449
– – ﹤0.01% 1508
2020
Q1 		$38K Hold
449
– – ﹤0.01% 1508
2019
Q4 		$38K Hold
449
– – ﹤0.01% 1508
2019
Q3 		$38K Hold
449
– – ﹤0.01% 1508
2019
Q2 		$38K Hold
449
– – ﹤0.01% 1508
2019
Q1 		$38K Buy
449
+437
+3,642% +$34.3K ﹤0.01% 1508
2018
Q4 		$1K Hold
12
– – ﹤0.01% 1846
2018
Q3 		$1K Sell
12
-11
-48% -$912 ﹤0.01% 1622
2018
Q2 		$2K Buy
+23
New +$1.95K ﹤0.01% 1354

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Carson Wealth (CWM LLC)'s BOH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bank of Hawaii (BOH) stake by 17% in Q1 2026, buying an estimated $192K and bringing the position to 17,529 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Carson Wealth (CWM LLC) first reported a position in BOH in Q2 2018 and has held it in 31 quarters since. 336 funds tracked by Wall St. Rank hold BOH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,529 shares of Bank of Hawaii worth $1.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,585 Bank of Hawaii shares in Q1 2026, an estimated $192K.
  • Bank of Hawaii made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1397 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bank of Hawaii in Q2 2018 and has held it in 31 quarters since.
  • 336 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.