Filing Research | BOH - Bank of Hawaii Corp. Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	159.0KSH	$13.0M
2	DAVENPORT & Co LLC	Shares	22.1KSH	$1.8M
3	Harrington Investments, INC	Shares	21.7KSH	$1.8M
4	Louisiana State Employees Retirement System	Shares	17.4KSH	$1.4M
5	FIRST HAWAIIAN BANK	Shares	17.3KSH	$1.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.7KSH	$1.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$959.3K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.6KSH	$864.5K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.4KSH	$765.7K
10	J.W. COLE ADVISORS, INC.	Shares	6.6KSH	$539.7K
11	NorthCrest Asset Manangement, LLC	Shares	5.8KSH	$478.7K
12	CHICAGO TRUST Co NA	Shares	4.9KSH	$399.1K
13	Penobscot Investment Management Company, Inc.	Shares	4.8KSH	$389.0K
14	GAMMA Investing LLC	Shares	3.7KSH	$298.8K
15	Central Pacific Bank - Trust Division	Shares	3.5KSH	$289.3K
16	Abel Hall, LLC	Shares	3.4KSH	$279.0K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.4KSH	$275.2K
18	Merit Financial Group, LLC	Shares	2.9KSH	$237.2K
19	Radnor Capital Management, LLC	Shares	2.6KSH	$215.9K
20	HM PAYSON & CO	Shares	2.6KSH	$209.4K
21	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.5KSH	$204.1K
22	Farther Finance Advisors, LLC	Shares	1.9KSH	$155.3K
23	Versant Capital Management, Inc	Shares	1.8KSH	$147.5K
24	IFP Advisors, Inc	Shares	1.3KSH	$109.3K
25	GHP Investment Advisors, Inc.	Shares	593SH	$48.3K
26	EverSource Wealth Advisors, LLC	Shares	495SH	$40.3K
27	Pflug Koory, LLC	Shares	474SH	$38.6K
28	Curated Wealth Partners LLC	Shares	36.0KSH	$36.0K
29	SBI Securities Co., Ltd.	Shares	406SH	$33.1K
30	ADIRONDACK TRUST CO	Shares	300SH	$24.4K
31	MassMutual Private Wealth & Trust, FSB	Shares	277SH	$22.6K
32	SJS Investment Consulting Inc.	Shares	217SH	$17.7K
33	Physician Wealth Advisors, Inc.	Shares	208SH	$16.9K
34	TRUST CO OF TOLEDO NA /OH/	Shares	200SH	$16.3K
35	VSM Wealth Advisory, LLC	Shares	200SH	$16.3K
36	Mosley Wealth Management	Shares	161SH	$13.1K
37	True Wealth Design, LLC	Shares	130SH	$10.6K
38	HARBOR INVESTMENT ADVISORY, LLC	Shares	100SH	$8.1K
39	Triumph Capital Management	Shares	79SH	$6.4K
40	ENTRUST FINANCIAL LLC	Shares	78SH	$6.4K
41	Blue Trust, Inc.	Shares	45SH	$3.7K
42	ELEVATION WEALTH PARTNERS, LLC	Shares	38SH	$3.1K
43	JFS WEALTH ADVISORS, LLC	Shares	38SH	$3.1K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	36.4KSH	$3.0K
45	Fortitude Family Office, LLC	Shares	32SH	$2.6K
46	High Note Wealth, LLC	Shares	27SH	$2.2K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	23SH	$1.9K
48	Handelsbanken Fonder AB	Shares	18.1KSH	$1.5K
49	Valued Wealth Advisors LLC	Shares	18SH	$1.5K
50	State of Alaska, Department of Revenue	Shares	14.8KSH	$1.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+16.2K	+$2.4M	$13.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$350.7K	$1.3M
3	Radnor Capital Management, LLC new	Shares	+2.6K	+$215.9K	$215.9K
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.5K	+$204.1K	$204.1K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$183.5K	$959.3K
6	Harrington Investments, INC trimmed	Shares	-265	+$137.3K	$1.8M
7	DAVENPORT & Co LLC trimmed	Shares	-603	+$115.2K	$1.8M
8	FIRST HAWAIIAN BANK trimmed	Shares	-166	+$112.6K	$1.4M
9	Louisiana State Employees Retirement System trimmed	Shares	-200	+$111.1K	$1.4M
10	GAMMA Investing LLC added	Shares	+946	+$96.8K	$298.8K
11	NorthCrest Asset Manangement, LLC added	Shares	+549	+$82.6K	$478.7K
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+3	+$77.0K	$864.5K
13	Central Pacific Bank - Trust Division added	Shares	+350	+$51.7K	$289.3K
14	J.W. COLE ADVISORS, INC. added	Shares	+8	+$48.5K	$539.7K
15	Curated Wealth Partners LLC new	Shares	+36.0K	+$36.0K	$36.0K
16	CHICAGO TRUST Co NA unchanged	Shares	0	+$35.5K	$399.1K
17	Merit Financial Group, LLC added	Shares	+191	+$35.3K	$237.2K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-443	+$35.1K	$765.7K
19	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$34.6K	$389.0K
20	Farther Finance Advisors, LLC added	Shares	+264	+$32.2K	$155.3K
21	Abel Hall, LLC added	Shares	+75	+$30.4K	$279.0K
22	HM PAYSON & CO unchanged	Shares	0	+$18.6K	$209.4K
23	SJS Investment Consulting Inc. added	Shares	+204	+$16.7K	$17.7K
24	Versant Capital Management, Inc trimmed	Shares	-60	+$8.6K	$147.5K
25	SBI Securities Co., Ltd. added	Shares	+25	+$4.8K	$33.1K
26	GHP Investment Advisors, Inc. unchanged	Shares	0	+$4.3K	$48.3K
27	Pflug Koory, LLC unchanged	Shares	0	+$3.4K	$38.6K
28	Mosley Wealth Management added	Shares	+5	+$2.8K	$13.1K
29	IFP Advisors, Inc trimmed	Shares	-99	+$2.4K	$109.3K
30	ADIRONDACK TRUST CO unchanged	Shares	0	+$2.2K	$24.4K
31	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.0K	$22.6K
32	True Wealth Design, LLC added	Shares	+9	+$1.6K	$10.6K
33	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.5K	$16.9K
34	Valued Wealth Advisors LLC new	Shares	+18	+$1.5K	$1.5K
35	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$1.4K	$16.3K
36	VSM Wealth Advisory, LLC unchanged	Shares	0	+$1.4K	$16.3K
37	Creative Capital Management Investments LLC new	Shares	+14	+$1.1K	$1.1K
38	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$724	$8.1K
39	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$721	$3.1K
40	Triumph Capital Management unchanged	Shares	0	+$572	$6.4K
41	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$565	$6.4K
42	Handelsbanken Fonder AB added	Shares	+3.8K	+$413	$1.5K
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.3K	+$357	$3.0K
44	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$275	$3.1K
45	Fortitude Family Office, LLC unchanged	Shares	0	+$232	$2.6K
46	High Note Wealth, LLC unchanged	Shares	0	+$195	$2.2K
47	Hughes Financial Services, LLC added	Shares	+2	+$170	$244
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$166	$1.9K
49	Davis Capital Management new	Shares	+2	+$163	$163
50	LRI Investments, LLC new	Shares	+2	+$163	$163

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