Position in BOH
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$491,163
+$25,701 QoQ
Shares Held
6,615
-2.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BOH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. BOH ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
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|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in BOH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,163 | 6,615 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $465,462 | 6,808 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $648,260 | 9,876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $724,664 | 10,731 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $516,861 | 7,494 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $420,957 | 5,909 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $371,159 | 5,913 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $402,701 | 7,039 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $499,619 | 8,008 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $468,743 | 6,469 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||