Position in BOH
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$824,769
+$21,080 QoQ
Shares Held
11,108
-5.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
41,464 | $955,745 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,026 | $832,078 | |
| 3 | USB |
US Bancorp \De\
|
9,364 | $565,585 | |
| 4 | TFC |
Truist Financial Corp
|
9,569 | $476,727 | |
| 5 | ASB |
Associated Banc-Corp
|
14,873 | $457,642 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 7 | 6,333 | $249,013 | |||
| 8 | LYG |
Lloyds Banking Group plc
|
26,128 | $152,326 |
All Filings in BOH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $824,769 | 11,108 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $803,689 | 11,755 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $919,091 | 14,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $945,555 | 14,002 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $965,717 | 14,002 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $763,621 | 10,719 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $727,692 | 11,593 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $663,235 | 11,593 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $274,516 | 4,400 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $838,289 | 11,569 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $574,863 | 11,569 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $476,989 | 11,569 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $668,759 | 12,841 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $995,947 | 12,841 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $977,456 | 12,841 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $847,490 | 11,391 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $955,932 | 11,391 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,142,737 | 13,643 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,121,045 | 13,643 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,149,013 | 13,643 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,407,319 | 15,726 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $866,035 | 11,303 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $571,027 | 11,303 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $597,519 | 9,730 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $537,485 | 9,730 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||