Arcadia Investment Advisors’s Central Pacific Financial CPF Stock Holding History

Arcadia Investment Advisors’s Portfolio CPF Stock Details CPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	80
2026 Q1	–	Hold	0	–	–	–	81
2025 Q4	–	Hold	0	–	–	–	82
2025 Q3	–	Hold	0	–	–	–	83
2025 Q2	–	Hold	0	–	–	–	84
2025 Q1	–	Hold	0	–	–	–	80
2024 Q4	–	Hold	0	–	–	–	80
2024 Q3	–	Hold	0	–	–	–	78
2024 Q2	–	Hold	0	–	–	–	78
2024 Q1	–	Hold	0	–	–	–	77
2023 Q4	–	Hold	0	–	–	–	81
2023 Q3	–	Hold	0	–	–	–	77
2023 Q2	–	Hold	0	–	–	–	91
2023 Q1	–	Hold	0	–	–	–	87
2022 Q4	–	Hold	0	–	–	–	91
2022 Q3	–	Hold	0	–	–	–	90
2022 Q2	–	Hold	0	–	–	–	113
2022 Q1	–	Hold	0	–	–	–	113
2021 Q4	–	Hold	0	–	–	–	113
2021 Q3	–	Hold	0	–	–	–	115
2021 Q2	–	Hold	0	–	–	–	244
2021 Q1	–	Hold	0	–	–	–	102
2020 Q4	–	Hold	0	–	–	–	112
2020 Q3	–	Hold	0	–	–	–	108
2020 Q2	–	Hold	0	–	–	–	77
2020 Q1	–	Hold	0	–	–	–	79
2019 Q4	–	Hold	0	–	–	–	63
2019 Q3	–	Hold	0	–	–	–	70
2019 Q2	–	Hold	0	–	–	–	69
2019 Q1	–	Hold	0	–	–	–	66
2018 Q4	–	Hold	0	–	–	–	67
2018 Q3	–	Hold	0	–	–	–	60
2018 Q2	–	Hold	0	–	–	–	71
2018 Q1	–	Hold	0	–	–	–	61
2017 Q4	–	Hold	0	–	–	–	67

Other funds holding CPF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return