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Root Financial Partners’s Bank of Hawaii BOH Stock Holding History

Root Financial Partners’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
-253
Closed -$18.8K – 785
2026
Q1 		$18.8K Buy
253
+112
+79% +$8.34K ﹤0.01% 1353
2025
Q4 		$9.64K Buy
141
+21
+18% +$1.38K ﹤0.01% 1509
2025
Q3 		$7.88K Buy
+120
New +$8K ﹤0.01% 1549

Other funds holding BOH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
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
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's BOH Position: Q2 2026 in Review

Root Financial Partners sold out of Bank of Hawaii (BOH) in Q2 2026, closing a stake of 253 shares — an estimated $18.8K sold.

Root Financial Partners first reported a position in BOH in Q3 2025 and held it in 3 quarters. The position peaked at $18.8K in Q1 2026. 89 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

  • Root Financial Partners reported no remaining Bank of Hawaii position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 253 Bank of Hawaii shares in Q2 2026, an estimated $18.8K.
  • Root Financial Partners first reported a position in Bank of Hawaii in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bank of Hawaii position peaked at $18.8K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.