Institute for Wealth Management’s Bank of Hawaii BOH Stock Holding History

Institute for Wealth Management’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	$40.1K	Buy	+492	New	+$38.5K	﹤0.01%	931

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

Institute for Wealth Management's BOH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bank of Hawaii (BOH) in Q2 2026: 492 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

165 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

Institute for Wealth Management held 492 shares of Bank of Hawaii worth $40.1K as of Q2 2026.
Bank of Hawaii was a new Institute for Wealth Management position in Q2 2026.
Bank of Hawaii made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #931 holding.
165 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.