Root Financial Partners
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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
Q3 		$15.2K Buy
+221
New +$17.3K ﹤0.01% 1702
2026
Q2 		– Sell
-253
Closed -$18.8K – 785
2026
Q1 		$18.8K Buy
253
+112
+79% +$8.34K ﹤0.01% 1353
2025
Q4 		$9.6K Buy
141
+21
+18% +$1.38K ﹤0.01% 1509
2025
Q3 		$7.88K Buy
+120
New +$8K ﹤0.01% 1549

Other funds holding BOH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
NFJ Investment Group
NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's BOH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bank of Hawaii (BOH) in Q3 2026: 221 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BOH as recently as Q1 2026.

Root Financial Partners first reported a position in BOH in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8K in Q1 2026. 184 funds tracked by Wall St. Rank hold BOH as of Q3 2026.

  • Root Financial Partners held 221 shares of Bank of Hawaii worth $15.2K as of Q3 2026.
  • Bank of Hawaii was a new Root Financial Partners position in Q3 2026.
  • Bank of Hawaii made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1702 holding.
  • Root Financial Partners first reported a position in Bank of Hawaii in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Bank of Hawaii position peaked at $18.8K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.