Capital Advisors Ltd’s Central Pacific Financial CPF Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	38	–	–	﹤0.01%	1196
2026 Q1	$1K	Hold	38	–	–	﹤0.01%	1176
2025 Q4	$1K	Hold	38	–	–	﹤0.01%	1156
2025 Q3	$1K	Hold	38	–	–	﹤0.01%	1158
2025 Q2	$1K	Hold	38	–	–	﹤0.01%	1158
2025 Q1	$1K	Hold	38	–	–	﹤0.01%	1139
2024 Q4	$1K	Hold	38	–	–	﹤0.01%	1165
2024 Q3	$1K	Hold	38	–	–	﹤0.01%	1167
2024 Q2	$1K	Hold	38	–	–	﹤0.01%	1150
2024 Q1	$1K	Hold	38	–	–	﹤0.01%	1151
2023 Q4	$1K	Hold	38	–	–	﹤0.01%	1113
2023 Q3	$1K	Hold	38	–	–	﹤0.01%	1099
2023 Q2	$1K	Buy	+38	New	+$598	﹤0.01%	1110

Other funds holding CPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Capital Advisors Ltd's CPF Position: Q2 2026 in Review

Capital Advisors Ltd held its Central Pacific Financial (CPF) position steady in Q2 2026 at 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Capital Advisors Ltd first reported a position in CPF in Q2 2023 and has held it in 13 quarters since. 203 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

Capital Advisors Ltd held 38 shares of Central Pacific Financial worth $1K as of Q2 2026.
Capital Advisors Ltd left its Central Pacific Financial share count unchanged in Q2 2026.
Central Pacific Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1196 holding.
Capital Advisors Ltd first reported a position in Central Pacific Financial in Q2 2023 and has held it in 13 quarters since.
203 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.