Position in BOH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$279,909
+$23,156 QoQ
Shares Held
3,435
-0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 343 holders
Holding Since
Jun 2020
17 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, 2026AE Wealth Management LLC holds $208,123,070 across 32 Banks - Regional names. BOH ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,836,913 | $32,568,433 | |
| 2 | USB |
US Bancorp \De\
|
528,495 | $31,921,061 | |
| 3 | TFC |
Truist Financial Corp
|
546,432 | $27,223,208 | |
| 4 | RF |
Regions Financial Corp
|
889,195 | $26,853,658 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
372,036 | $26,068,523 | |
| 6 | KEY |
Keycorp /New/
|
1,020,932 | $23,532,453 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,076,584 | $20,541,190 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
19,543 | $4,811,855 |
All Filings in BOH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,909 | 3,435 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $256,753 | 3,458 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $230,947 | 3,378 | Shares | Other | 2026-01-26 | |
| 2023-12-31 | $337,011 | 4,651 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,648 | 4,521 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $223,475 | 4,291 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $235,239 | 3,033 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $229,654 | 3,017 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $223,274 | 3,001 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $255,116 | 3,040 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $265,435 | 3,169 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $269,928 | 3,285 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $260,576 | 3,094 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $275,718 | 3,081 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $283,647 | 3,702 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $239,161 | 4,734 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $211,004 | 3,436 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||