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Wealth Alliance’s Bank of Hawaii BOH Stock Holding History

Wealth Alliance’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
Q1 		$317K Buy
4,267
+253
+6% +$18.8K 0.03% 419
2025
Q4 		$274K Buy
4,014
+431
+12% +$28.4K 0.03% 453
2025
Q3 		$235K Sell
3,583
-22
-0.6% -$1.47K 0.02% 493
2025
Q2 		$243K Buy
3,605
+335
+10% +$22.3K 0.03% 475
2025
Q1 		$226K Buy
3,270
+155
+5% +$11K 0.03% 474
2024
Q4 		$222K Buy
+3,115
New +$225K 0.03% 455
2024
Q2 		– Sell
-3,335
Closed -$208K – 520
2024
Q1 		$208K Sell
3,335
-20
-0.6% -$1.27K 0.03% 485
2023
Q4 		$243K Buy
+3,355
New +$192K 0.03% 440
2023
Q1 		– Sell
-4,506
Closed -$349K – 507
2022
Q4 		$349K Sell
4,506
-215
-5% -$16.7K 0.06% 305
2022
Q3 		$359K Buy
4,721
+207
+5% +$16.3K 0.07% 281
2022
Q2 		$336K Sell
4,514
-62
-1% -$4.77K 0.06% 291
2022
Q1 		$384K Sell
4,576
-270
-6% -$23.3K 0.08% 279
2021
Q4 		$406K Buy
4,846
+73
+2% +$6.14K 0.08% 275
2021
Q3 		$392K Buy
4,773
+184
+4% +$15.2K 0.09% 268
2021
Q2 		$386K Sell
4,589
-111
-2% -$9.95K 0.09% 255
2021
Q1 		$421K Buy
4,700
+753
+19% +$65.5K 0.12% 210
2020
Q4 		$302K Buy
+3,947
New +$270K 0.09% 281

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Alliance's BOH Position: Q1 2026 in Review

Wealth Alliance increased its Bank of Hawaii (BOH) stake by 6.3% in Q1 2026, buying an estimated $18.8K and bringing the position to 4,267 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #419.

Wealth Alliance first reported a position in BOH in Q4 2020 and has held it in 17 quarters since. The position peaked at $421K in Q1 2021. 334 funds tracked by Wall St. Rank hold BOH as of Q1 2026.

  • Wealth Alliance held 4,267 shares of Bank of Hawaii worth $317K as of Q1 2026.
  • Wealth Alliance bought 253 Bank of Hawaii shares in Q1 2026, an estimated $18.8K.
  • Bank of Hawaii made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #419 holding.
  • Wealth Alliance first reported a position in Bank of Hawaii in Q4 2020 and has held it in 17 quarters since.
  • Wealth Alliance's Bank of Hawaii position peaked at $421K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.