Clearstead Advisors’s Bank of Hawaii BOH Stock Holding History

Clearstead 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 Q2	$2.77K	Buy	+34	New	+$2.66K	﹤0.01%	2367
2026 Q1	–	Sell	-2	Closed	-$137	–	2329
2025 Q4	$137	Sell	2 -18	-90%	-$1.19K	﹤0.01%	2472
2025 Q3	$1.31K	Buy	+20	New	+$1.33K	﹤0.01%	2567
2021 Q3	–	Sell	-26	Closed	-$2K	–	1294
2021 Q2	$2K	Buy	+26	New	+$2.33K	﹤0.01%	1024

Other funds holding BOH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAM

AR Asset Management West Hollywood, California $546M AUM 24.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's BOH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bank of Hawaii (BOH) in Q2 2026: 34 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #2367 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BOH as recently as Q4 2025.

Clearstead Advisors first reported a position in BOH in Q2 2021 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

Clearstead Advisors held 34 shares of Bank of Hawaii worth $2.77K as of Q2 2026.
Bank of Hawaii was a new Clearstead Advisors position in Q2 2026.
Bank of Hawaii made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2367 holding.
Clearstead Advisors first reported a position in Bank of Hawaii in Q2 2021 and has held it in 4 quarters since.
156 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.