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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Bank of Hawaii BOH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-200
Closed -$14.8K – 548
2026
Q1 		$14.8K Hold
200
– – ﹤0.01% 378
2025
Q4 		$13.7K Buy
+200
New +$13.2K ﹤0.01% 393

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Bank of New York Mellon
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
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
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BOH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Bank of Hawaii (BOH) in Q2 2026, closing a stake of 200 shares — an estimated $14.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BOH in Q4 2025 and held it in 2 quarters. The position peaked at $14.8K in Q1 2026. 155 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Bank of Hawaii position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Bank of Hawaii shares in Q2 2026, an estimated $14.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Bank of Hawaii in Q4 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Bank of Hawaii position peaked at $14.8K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.