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Waverly Advisors’s Bank of Hawaii BOH Stock Holding History

Waverly 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 		$295K Buy
3,623
+2
+0.1% +$157 ﹤0.01% 1425
2026
Q1 		$269K Sell
3,621
-313
-8% -$23.3K ﹤0.01% 1359
2025
Q4 		$269K Buy
+3,934
New +$259K ﹤0.01% 1263

Other funds holding BOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's BOH Position: Q2 2026 in Review

Waverly Advisors increased its Bank of Hawaii (BOH) stake by 0.06% in Q2 2026, buying an estimated $157 and bringing the position to 3,623 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Waverly Advisors first reported a position in BOH in Q4 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold BOH as of Q2 2026.

  • Waverly Advisors held 3,623 shares of Bank of Hawaii worth $295K as of Q2 2026.
  • Waverly Advisors bought 2 Bank of Hawaii shares in Q2 2026, an estimated $157.
  • Bank of Hawaii made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1425 holding.
  • Waverly Advisors first reported a position in Bank of Hawaii in Q4 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.