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Wealthspire Advisors (New York)’s Bank of Hawaii BOH Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-152
Closed -$9.98K – 1274
2025
Q3 		$9.98K Buy
+152
New +$10.1K ﹤0.01% 2015

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State Street
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Kayne Anderson Rudnick Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s BOH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bank of Hawaii (BOH) in Q4 2025, closing a stake of 152 shares — an estimated $9.98K sold.

Wealthspire Advisors (New York) first reported a position in BOH in Q3 2025 and held it in 1 quarter. The position peaked at $9.98K in Q3 2025. 318 funds tracked by Wall St. Rank hold BOH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bank of Hawaii position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 152 Bank of Hawaii shares in Q4 2025, an estimated $9.98K.
  • Wealthspire Advisors (New York) first reported a position in Bank of Hawaii in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bank of Hawaii position peaked at $9.98K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.