NWAM LLC’s Bank of Hawaii BOH Stock Holding History

NWAM LLC’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 Q2	–	Sell	-3,672	Closed	-$253K	–	618
2025 Q1	$253K	Hold	3,672	–	–	0.02%	437
2024 Q4	$262K	Buy	3,672 +34	+0.9%	+$2.45K	0.02%	507
2024 Q3	$228K	Buy	+3,638	New	+$234K	0.01%	561
2024 Q2	–	Sell	-10,650	Closed	-$627K	–	199
2024 Q1	$627K	Buy	10,650 +121	+1%	+$7.67K	0.05%	293
2023 Q4	$763K	Buy	10,529 +114	+1%	+$6.54K	0.06%	269
2023 Q3	$518K	Buy	10,415 +149	+1%	+$7.66K	0.05%	287
2023 Q2	$423K	Buy	10,266 +154	+2%	+$6.81K	0.03%	359
2023 Q1	$527K	Buy	10,112 +112	+1%	+$7.86K	0.05%	265
2022 Q4	$776K	Hold	10,000	–	–	0.07%	247
2022 Q3	$761K	Hold	10,000	–	–	0.07%	236
2022 Q2	$754K	Hold	10,000	–	–	0.07%	240
2022 Q1	$839K	Hold	10,000	–	–	0.06%	247
2021 Q4	$838K	Hold	10,000	–	–	0.07%	241
2021 Q3	$822K	Hold	10,000	–	–	0.07%	236
2021 Q2	$842K	Hold	10,000	–	–	0.08%	232
2021 Q1	$895K	Hold	10,000	–	–	0.09%	221
2020 Q4	$766K	Hold	10,000	–	–	0.09%	211
2020 Q3	$505K	Hold	10,000	–	–	0.08%	166
2020 Q2	$614K	Hold	10,000	–	–	0.09%	213
2020 Q1	$552	Hold	10,000	–	–	0.01%	216
2019 Q4	$952K	Hold	10,000	–	–	0.16%	132
2019 Q3	$859K	Hold	10,000	–	–	0.16%	136
2019 Q2	$829K	Hold	10,000	–	–	0.17%	129
2019 Q1	$789K	Hold	10,000	–	–	0.17%	133
2018 Q4	$673K	Hold	10,000	–	–	0.17%	137
2018 Q3	$789K	Hold	10,000	–	–	0.18%	123
2018 Q2	$834K	Hold	10,000	–	–	0.2%	119
2018 Q1	$831K	Hold	10,000	–	–	0.21%	111
2017 Q4	$857K	Hold	10,000	–	–	0.22%	110
2017 Q3	$834K	Hold	10,000	–	–	0.22%	112
2017 Q2	$830K	Hold	10,000	–	–	0.14%	111
2017 Q1	$824K	Hold	10,000	–	–	0.25%	95
2016 Q4	$887K	Hold	10,000	–	–	0.29%	85
2016 Q3	$726K	Hold	10,000	–	–	0.06%	107
2016 Q2	$688K	Hold	10,000	–	–	0.27%	93
2016 Q1	$683K	Hold	10,000	–	–	0.27%	89
2015 Q4	$629K	Hold	10,000	–	–	0.26%	94
2015 Q3	$635K	Hold	10,000	–	–	0.53%	42
2015 Q2	$667K	Hold	10,000	–	–	0.28%	86
2015 Q1	$612K	Hold	10,000	–	–	0.26%	96
2014 Q4	$593K	Sell	10,000 -440	-4%	-$25.4K	0.26%	101
2014 Q3	$593K	Buy	10,440 +334	+3%	+$19.3K	0.21%	114
2014 Q2	$593K	Buy	10,106 +320	+3%	+$18.3K	0.18%	128
2014 Q1	$593K	Sell	9,786 -214	-2%	-$12.5K	0.2%	116
2013 Q4	$591K	Sell	10,000 -861	-8%	-$49.6K	0.31%	81
2013 Q3	$591K	Sell	10,861 -892	-8%	-$48.2K	0.29%	83
2013 Q2	$591K	Buy	+11,753	New	+$578K	0.3%	84

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1SP

140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NWAM LLC's BOH Position: Q2 2025 in Review

NWAM LLC sold out of Bank of Hawaii (BOH) in Q2 2025, closing a stake of 3,672 shares — an estimated $253K sold.

NWAM LLC first reported a position in BOH in Q2 2013 and held it in 47 quarters. The position peaked at $952K in Q4 2019. 313 funds tracked by Wall St. Rank hold BOH as of Q2 2025.

NWAM LLC reported no remaining Bank of Hawaii position as of Q2 2025 after selling out during the quarter.
NWAM LLC sold 3,672 Bank of Hawaii shares in Q2 2025, an estimated $253K.
NWAM LLC first reported a position in Bank of Hawaii in Q2 2013 and held it in 47 quarters.
NWAM LLC's Bank of Hawaii position peaked at $952K in Q4 2019.
313 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.