Clearstead Trust’s Bank of Hawaii BOH Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-31	Closed	-$2.04K	–	1081
2025 Q3	$2.04K	Hold	31	–	–	﹤0.01%	988
2025 Q2	$2.09K	Buy	+31	New	+$2.06K	﹤0.01%	937

Other funds holding BOH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Clearstead Trust's BOH Position: Q4 2025 in Review

Clearstead Trust sold out of Bank of Hawaii (BOH) in Q4 2025, closing a stake of 31 shares — an estimated $2.04K sold.

Clearstead Trust first reported a position in BOH in Q2 2025 and held it in 2 quarters. The position peaked at $2.09K in Q2 2025. 317 funds tracked by Wall St. Rank hold BOH as of Q4 2025.

Clearstead Trust reported no remaining Bank of Hawaii position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 31 Bank of Hawaii shares in Q4 2025, an estimated $2.04K.
Clearstead Trust first reported a position in Bank of Hawaii in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Bank of Hawaii position peaked at $2.09K in Q2 2025.
317 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.