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

Physician 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 		$16.9K Hold
208
– – ﹤0.01% 716
2026
Q1 		$15.4K Hold
208
– – ﹤0.01% 687
2025
Q4 		$14.2K Buy
208
+8
+4% +$527 ﹤0.01% 670
2025
Q3 		$13.1K Hold
200
– – ﹤0.01% 674
2025
Q2 		$13.5K Hold
200
– – ﹤0.01% 594
2025
Q1 		$13.8K Hold
200
– – ﹤0.01% 557
2024
Q4 		$14.2K Buy
+200
New +$14.4K ﹤0.01% 569

Other funds holding BOH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HI
Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Physician Wealth Advisors held its Bank of Hawaii (BOH) position steady in Q2 2026 at 208 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Physician Wealth Advisors first reported a position in BOH in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

  • Physician Wealth Advisors held 208 shares of Bank of Hawaii worth $16.9K as of Q2 2026.
  • Physician Wealth Advisors left its Bank of Hawaii share count unchanged in Q2 2026.
  • Bank of Hawaii made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #716 holding.
  • Physician Wealth Advisors first reported a position in Bank of Hawaii in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.