Spire Wealth Management’s Bank of Hawaii BOH Stock Holding History

Spire 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
2025 Q2	–	Sell	-9	Closed	-$621	–	2400
2025 Q1	$621	Sell	9 -28	-76%	-$1.99K	﹤0.01%	2446
2024 Q4	$2.64K	Hold	37	–	–	﹤0.01%	2190
2024 Q3	$2.32K	Buy	37 +13	+54%	+$836	﹤0.01%	1971
2024 Q2	$1.37K	Buy	+24	New	+$1.39K	﹤0.01%	2072
2023 Q4	–	Sell	-19	Closed	-$944	–	2375
2023 Q3	$944	Buy	+19	New	+$977	﹤0.01%	2263
2022 Q1	–	Sell	-585	Closed	-$49K	–	2553
2021 Q4	$49K	Buy	+585	New	+$49.2K	﹤0.01%	1742
2021 Q2	–	Sell	-492	Closed	-$46K	–	2625
2021 Q1	$46K	Buy	+492	New	+$42.8K	﹤0.01%	1759

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

Spire Wealth Management's BOH Position: Q2 2025 in Review

Spire Wealth Management sold out of Bank of Hawaii (BOH) in Q2 2025, closing a stake of 9 shares — an estimated $621 sold.

Spire Wealth Management first reported a position in BOH in Q1 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 313 funds tracked by Wall St. Rank hold BOH as of Q2 2025.

Spire Wealth Management reported no remaining Bank of Hawaii position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 9 Bank of Hawaii shares in Q2 2025, an estimated $621.
Spire Wealth Management first reported a position in Bank of Hawaii in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Bank of Hawaii position peaked at $49K in Q4 2021.
313 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.