Position in BOH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$355,133
+$38,309 QoQ
Shares Held
4,358
+2.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#179
of 343 holders
Holding Since
Dec 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, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. BOH ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp \De\
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
This page
|
4,358 | $355,133 |
All Filings in BOH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,133 | 4,358 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $316,824 | 4,267 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $274,437 | 4,014 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $235,188 | 3,583 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $243,445 | 3,605 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $225,531 | 3,270 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $221,912 | 3,115 | Shares | Defined | 2025-02-03 | |
| 2024-03-31 | $208,070 | 3,335 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $243,103 | 3,355 | Shares | Defined | 2024-01-30 | |
| 2022-12-31 | $349,485 | 4,506 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $359,362 | 4,721 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $384,017 | 4,576 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $405,900 | 4,846 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $392,197 | 4,773 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $386,485 | 4,589 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $420,603 | 4,700 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $302,419 | 3,947 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||