Golden State Wealth Management, LLC BOH — BANK HAWAII

Ownership history in Golden State Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported BANK HAWAII (BOH) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows BOH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in BANK HAWAII, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BOH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BOH stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held BOH — position size vs. price
% of Fund (quarterly)    BOH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 196 — 0% 0.00% $13K 2025-11-03 $63.93
2025 Q2 REDUCED 66.3% -1.9% ✅ 196 -385 -66.3% 0.00% $13K 2025-08-06 $60.78
2025 Q1 ADDED — — — 581 +305 +110.5% 0.00% $40K 2025-04-23 $63.94
2024 Q4 INITIATED — — — 276 — — 0.00% $20K 2025-01-28 $71.78

🏢 Other funds also holding BOH

As of 2026 Q1 — sorted by position size

Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 2.53% 140 Summer Partners LP 3Y 1.83% NFJ INVESTMENT GROUP, LLC 3Y 1.39% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.11% AR ASSET MANAGEMENT INC 3Y 7Y 1.03% Marble Harbor Investment Counsel, LLC 3Y 7Y 0.91% Harrington Investments, INC 3Y 7Y 0.86% Advisors Preferred, LLC 3Y 7Y 0.82% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.65% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.61%

FAQ About Golden State Wealth Management, LLC and BOH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning BOH?

Golden State Wealth Management, LLC reported BOH across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BOH position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BOH was 0.00% in 2024 Q4.

What is the latest reported BOH position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 196 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this BOH ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly BOH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their BOH position?

Based on 13F filing dates vs. subsequent BOH price moves, Golden State Wealth Management, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on BOH relative to SPY over the holding period was -27.6%.

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