PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in BOH — Bank Of Hawaii Corp
CIK 2145782
WALTHAM, MA
Position in BOH
as of Mar 31, 2026
· filed Aug 7, 2026
Position Value
$14,850
+$1,176 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
33,501 | $447,573 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
10,402 | $231,340 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
6,155 | $130,055 | |
| 4 | MTB |
M&T Bank Corp
|
501 | $119,243 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,030 | $72,172 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 7 | USB |
US Bancorp \De\
|
625 | $37,750 | |
| 8 | WAL |
Western Alliance Bancorporation
|
132 | $10,850 |
All Filings in BOH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,850 | 200 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $13,674 | 200 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||