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Bank of Hawaii
Bankoh Investment Services, Inc. (Bankoh Advisors) is a registered investment adviser and broker-dealer headquartered in Honolulu, Hawaii. Founded in 1991 and registered as an investment adviser in 2005, it is a wholly owned subsidiary of Bank of Hawaii, serving individuals, high net worth clients, trusts, estates, non-profits, retirement plans, and businesses primarily across Hawaii, with some clients in other regions. The firm employs around 34 people, focused on providing tailored investment solutions, portfolio management, and advisory services.
Investment Strategy
Bankoh Advisors offers personalized investment advisory services, managing portfolios tailored for individuals and institutions such as trusts, estates, non-profits, and retirement plans. The firm provides discretionary and non-discretionary account management, focusing on client objectives, risk tolerance, and investment horizon. Strategies include asset allocation, diversification, and long-term growth, with an emphasis on suitability and close alignment to client needs, primarily serving Hawaii-based clients.
Latest 13F Filing Activity
Bank of Hawaii filed their most recent 13F report on Jun 30, 2025 disclosing 232 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard, Vanguard, Microsoft Corp. among other positions. Bank of Hawaii reduced exposure to Vanguard, Vanguard, Mcdonalds Corp. among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD | 11.52% | $218.4M | 3,830,808 | $44.53 | $57.01 | +$23.6M |
V VUG | VANGUARD | 7.45% | $141.1M | 321,923 | $161.76 | $438.40 | +$19.6M |
I IVV | ISHARES | 7.34% | $139.1M | 224,050 | $303.60 | $620.90 | +$12.8M |
S SPY | SPDR | 6.64% | $125.9M | 203,771 | $209.04 | $617.85 | +$11.5M |
V VTI | VANGUARD | 5.21% | $98.8M | 325,119 | $139.72 | $303.93 | +$1.7M |
Industry Allocation
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