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Steward Financial Group’s Bank of Hawaii BOH Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+12
New +$617 ﹤0.01% 1345
2023
Q1 		– Sell
-14
Closed -$1K – 741
2022
Q4 		$1K Buy
+14
New +$1.09K ﹤0.01% 396
2022
Q3 		– Sell
-19
Closed -$1K – 237
2022
Q2 		$1K Buy
+19
New +$1.46K ﹤0.01% 676

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Financial Group's BOH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Bank of Hawaii (BOH) in Q3 2023: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BOH as recently as Q4 2022.

Steward Financial Group first reported a position in BOH in Q2 2022 and has held it in 3 quarters since. The position peaked at $1K in Q4 2022. 247 funds tracked by Wall St. Rank hold BOH as of Q3 2023.

  • Steward Financial Group held 12 shares of Bank of Hawaii worth $0 as of Q3 2023.
  • Bank of Hawaii was a new Steward Financial Group position in Q3 2023.
  • Bank of Hawaii made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1345 holding.
  • Steward Financial Group first reported a position in Bank of Hawaii in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Bank of Hawaii position peaked at $1K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.