EverSource Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

EverSource Wealth 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	$40.3K	Sell	495 -490	-50%	-$38.3K	﹤0.01%	1914
2026 Q1	$73.1K	Buy	985 +185	+23%	+$13.8K	﹤0.01%	1626
2025 Q4	$54.7K	Buy	800 +312	+64%	+$20.6K	﹤0.01%	1687
2025 Q3	$32K	Sell	488 -135	-22%	-$9K	﹤0.01%	2014
2025 Q2	$42.1K	Buy	623 +512	+461%	+$34K	﹤0.01%	1733
2025 Q1	$7.66K	Buy	111 +100	+909%	+$7.1K	﹤0.01%	2272
2024 Q4	$784	Buy	+11	New	+$794	﹤0.01%	3046
2023 Q1	–	Sell	-192	Closed	-$14.9K	–	2396
2022 Q4	$14.9K	Hold	192	–	–	﹤0.01%	1174
2022 Q3	$15K	Buy	192 +116	+153%	+$9.12K	﹤0.01%	992
2022 Q2	$6K	Hold	76	–	–	﹤0.01%	1185
2022 Q1	$6K	Buy	+76	New	+$6.57K	﹤0.01%	1169

Other funds holding BOH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

EverSource Wealth Advisors's BOH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bank of Hawaii (BOH) stake by 50% in Q2 2026, selling an estimated $38.3K and leaving 495 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

EverSource Wealth Advisors first reported a position in BOH in Q1 2022 and has held it in 11 quarters since. The position peaked at $73.1K in Q1 2026. 346 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

EverSource Wealth Advisors held 495 shares of Bank of Hawaii worth $40.3K as of Q2 2026.
EverSource Wealth Advisors sold 490 Bank of Hawaii shares in Q2 2026, an estimated $38.3K.
Bank of Hawaii made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1914 holding.
EverSource Wealth Advisors first reported a position in Bank of Hawaii in Q1 2022 and has held it in 11 quarters since.
EverSource Wealth Advisors's Bank of Hawaii position peaked at $73.1K in Q1 2026.
346 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.